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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 | $31,118 | $108,911-71.4% | $100,392-69.0% | $145,884-78.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.07% | 58.23%-50.2pp | 49.45%-41.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $6,158 | $4,420+39.3% | $3,941+56.2% | $4,662+32.1% |
| Participant deferral / active EE | $11,732 | $8,459+38.7% | $8,090+45.0% | $6,690+75.4% |
| Admin fee / account holder | $1,791 | $9,698-81.5% | $7,904-77.3% | $13,392-86.6% |