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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 | $42,581 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 5.08% | 69.37%-64.3pp | 62.79%-57.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $21,422 | $4,636+362.1% | $4,154+415.7% | $4,156+415.4% |
| Participant deferral / active EE | $2,696 | $6,166-56.3% | $5,453-50.6% | $6,407-57.9% |
| Admin fee / account holder | $17,161 | $16,471+4.2% | $14,116+21.6% | $12,270+39.9% |