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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 | $55,018 | $142,354-61.4% | $125,529-56.2% | $155,188-64.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.7%-14.7pp | 80.8%-20.8pp |
| Annual return | 0.15% | 306.06%-305.9pp | 202.56%-202.4pp | 148.84%-148.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $696 | $19,392-96.4% | $16,298-95.7% | $14,480-95.2% |