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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 | $74,882 | $124,346-39.8% | $111,306-32.7% | $167,553-55.3% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 8.81% | 37.46%-28.6pp | 54.67%-45.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,067 | $3,438-69.0% | $2,732-61.0% | $4,840-78.0% |
| Participant deferral / active EE | $2,525 | $5,182-51.3% | $4,488-43.7% | $6,343-60.2% |
| Admin fee / account holder | $12,389 | $10,623+16.6% | $7,966+55.5% | $12,316+0.6% |