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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 | $35,012 | $183,516-80.9% | $155,534-77.5% | $145,884-76.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.02% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,101 | $5,315-79.3% | $4,675-76.5% | $4,662-76.4% |
| Participant deferral / active EE | $2,666 | $6,467-58.8% | $5,630-52.6% | $6,690-60.1% |
| Admin fee / account holder | $4,252 | $19,293-78.0% | $15,900-73.3% | $13,392-68.2% |