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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 | $37,676 | $172,111-78.1% | $150,298-74.9% | $137,256-72.6% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 7.46% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,825 | $4,636-39.1% | $4,154-32.0% | $4,156-32.0% |
| Participant deferral / active EE | $3,345 | $6,166-45.7% | $5,453-38.7% | $6,407-47.8% |
| Admin fee / account holder | $34,818 | $16,471+111.4% | $14,116+146.7% | $12,270+183.8% |