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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 | $21,677 | $175,231-87.6% | $149,696-85.5% | $139,466-84.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 4.71% | 166.77%-162.1pp | 134.46%-129.7pp | 373.66%-369.0pp |
| Employer contribution / active EE | $7,284 | $5,478+33.0% | $4,821+51.1% | $4,754+53.2% |
| Participant deferral / active EE | $28,005 | $6,521+329.4% | $5,682+392.9% | $6,712+317.2% |
| Admin fee / account holder | $563 | $16,155-96.5% | $13,212-95.7% | $11,409-95.1% |