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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 | $53,842 | $126,661-57.5% | $113,397-52.5% | $138,895-61.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 9.51% | 25.05%-15.5pp | 23.20%-13.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $16,069 | $3,456+364.9% | $2,977+439.7% | $4,194+283.1% |
| Participant deferral / active EE | $31,384 | $5,693+451.3% | $5,076+518.2% | $6,396+390.7% |
| Admin fee / account holder | $34,966 | $14,549+140.3% | $11,957+192.4% | $12,562+178.3% |