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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,926 | $185,141-33.6% | $153,416-19.9% | $155,188-20.8% |
| Participation rate | 62.5% | 79.9%-17.4pp | 74.3%-11.8pp | 80.8%-18.3pp |
| Annual return | 5.19% | 18.72%-13.5pp | 17.84%-12.6pp | 148.84%-143.6pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,890 | $16,005-25.7% | $13,095-9.2% | $14,480-17.9% |