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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 | $183,627-80.9% | $155,602-77.5% | $145,978-76.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.02% | 61.32%-55.3pp | 64.81%-58.8pp | 550.52%-544.5pp |
| Employer contribution / active EE | $1,101 | $5,316-79.3% | $4,675-76.5% | $4,662-76.4% |
| Participant deferral / active EE | $2,666 | $6,466-58.8% | $5,629-52.6% | $6,690-60.1% |
| Admin fee / account holder | $4,252 | $19,327-78.0% | $15,923-73.3% | $13,400-68.3% |