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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 | $144,996 | $154,228-6.0% | $145,433-0.3% | $137,256+5.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 9.48% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $4,326 | $4,804-9.9% | $4,554-5.0% | $4,156+4.1% |
| Participant deferral / active EE | $48,014 | $8,216+484.4% | $7,897+508.0% | $6,407+649.4% |
| Admin fee / account holder | $293,105 | $14,344+1943.5% | $13,129+2132.5% | $12,270+2288.8% |