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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 | $183,516+27.5% | $155,534+50.4% | $145,884+60.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 8.75% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $17,418 | $5,315+227.7% | $4,675+272.6% | $4,662+273.6% |
| Participant deferral / active EE | $43,741 | $6,467+576.4% | $5,630+676.9% | $6,690+553.9% |
| Admin fee / account holder | $77,629 | $19,293+302.4% | $15,900+388.2% | $13,392+479.7% |