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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 | $97,841 | $175,259-44.2% | $149,723-34.7% | $139,487-29.9% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 4.01% | 166.82%-162.8pp | 134.50%-130.5pp | 373.84%-369.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,893 | $16,158-75.9% | $13,215-70.5% | $11,407-65.9% |