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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 | $82,292 | $217,392-62.1% | $185,818-55.7% | $167,497-50.9% |
| Participation rate | 38.5% | 86.0%-47.6pp | 81.7%-43.2pp | 82.1%-43.6pp |
| Annual return | 4.45% | 148.37%-143.9pp | 122.06%-117.6pp | 478.62%-474.2pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,062 | $19,813-84.5% | $16,239-81.1% | $12,310-75.1% |