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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 | $135,422 | $104,694+29.3% | $85,709+58.0% | $167,536-19.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.38% | 21.45%-13.1pp | 21.49%-13.1pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,676 | $3,337-49.8% | $2,619-36.0% | $4,839-65.4% |
| Participant deferral / active EE | $4,839 | $4,826+0.3% | $3,924+23.3% | $6,342-23.7% |
| Admin fee / account holder | $14,630 | $10,035+45.8% | $6,876+112.8% | $12,315+18.8% |