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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 | $64,593 | $209,847-69.2% | $189,520-65.9% | $167,518-61.4% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 9.09% | 748.45%-739.4pp | 555.25%-546.2pp | 478.71%-469.6pp |
| Employer contribution / active EE | $8,097 | $6,913+17.1% | $6,161+31.4% | $4,838+67.4% |
| Participant deferral / active EE | $6,127 | $8,934-31.4% | $8,220-25.5% | $6,342-3.4% |
| Admin fee / account holder | $44,628 | $14,295+212.2% | $12,046+270.5% | $12,312+262.5% |