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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 | $247,018 | $185,830+32.9% | $170,004+45.3% | $139,427+77.2% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 1.92% | 60.52%-58.6pp | 53.39%-51.5pp | 373.27%-371.3pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,136 | $15,381+11.4% | $12,816+33.7% | $11,404+50.3% |