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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 | $80,778 | $160,040-49.5% | $147,096-45.1% | $145,877-44.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.26% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $5,264 | $5,289-0.5% | $4,936+6.6% | $4,663+12.9% |
| Participant deferral / active EE | $20,861 | $8,429+147.5% | $8,071+158.5% | $6,691+211.8% |
| Admin fee / account holder | $45,892 | $15,050+204.9% | $13,005+252.9% | $13,402+242.4% |