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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 | $233,948 | $183,592+27.4% | $155,574+50.4% | $145,877+60.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 8.75% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $17,418 | $5,317+227.6% | $4,676+272.5% | $4,663+273.5% |
| Participant deferral / active EE | $43,741 | $6,466+576.5% | $5,629+677.0% | $6,691+553.8% |
| Admin fee / account holder | $77,629 | $19,316+301.9% | $15,914+387.8% | $13,402+479.2% |