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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 | $86,256 | $201,372-57.2% | $184,260-53.2% | $145,884-40.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.86% | 29.04%-22.2pp | 28.84%-22.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $64,704 | $7,024+821.2% | $6,427+906.7% | $4,662+1287.8% |
| Participant deferral / active EE | $96,566 | $9,808+884.6% | $9,133+957.3% | $6,690+1343.5% |
| Admin fee / account holder | $34,286 | $16,362+109.5% | $13,898+146.7% | $13,392+156.0% |