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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 | $20,230 | $102,595-80.3% | $94,057-78.5% | $154,746-86.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 1.29% | 583.42%-582.1pp | 480.62%-479.3pp | 172.34%-171.0pp |
| Employer contribution / active EE | $3,410 | $3,147+8.3% | $2,933+16.2% | $4,379-22.1% |
| Participant deferral / active EE | $10,910 | $5,118+113.2% | $4,709+131.7% | $6,730+62.1% |
| Admin fee / account holder | $2,811 | $7,736-63.7% | $7,244-61.2% | $14,365-80.4% |