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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 | $78,882 | $183,592-57.0% | $155,574-49.3% | $145,877-45.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.71% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $6,350 | $5,317+19.4% | $4,676+35.8% | $4,663+36.2% |
| Participant deferral / active EE | $4,733 | $6,466-26.8% | $5,629-15.9% | $6,691-29.3% |
| Admin fee / account holder | $3,681 | $19,316-80.9% | $15,914-76.9% | $13,402-72.5% |