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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 | $123,218 | $209,336-41.1% | $197,124-37.5% | $137,256-10.2% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 11.58% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $26,321 | $6,591+299.4% | $6,227+322.7% | $4,156+533.3% |
| Participant deferral / active EE | $30,986 | $9,614+222.3% | $9,135+239.2% | $6,407+383.6% |
| Admin fee / account holder | $72,517 | $17,308+319.0% | $16,298+344.9% | $12,270+491.0% |