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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 | $217,432-62.2% | $185,851-55.7% | $167,553-50.9% |
| Participation rate | 38.5% | 86.1%-47.6pp | 81.7%-43.2pp | 82.1%-43.7pp |
| Annual return | 4.45% | 148.43%-144.0pp | 122.11%-117.7pp | 478.89%-474.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,062 | $19,820-84.6% | $16,245-81.2% | $12,316-75.1% |