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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 | $89,670 | $107,666-16.7% | $102,184-12.2% | $154,746-42.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 11.27% | 29.33%-18.1pp | 31.58%-20.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $17,226 | $3,846+347.9% | $3,594+379.3% | $4,379+293.4% |
| Participant deferral / active EE | $81,448 | $8,719+834.1% | $8,309+880.2% | $6,730+1110.2% |
| Admin fee / account holder | $71,897 | $12,943+455.5% | $11,609+519.3% | $14,365+400.5% |