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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 | $162,136-10.6% | $152,301-4.8% | $154,746-6.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 9.48% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $4,326 | $4,890-11.5% | $4,624-6.5% | $4,379-1.2% |
| Participant deferral / active EE | $48,014 | $8,341+475.6% | $8,004+499.9% | $6,730+613.4% |
| Admin fee / account holder | $293,105 | $15,759+1759.9% | $14,398+1935.8% | $14,365+1940.4% |