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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 | $47,146 | $111,535-57.7% | $105,223-55.2% | $137,256-65.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 7.55% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $14,857 | $3,939+277.1% | $3,689+302.8% | $4,156+257.5% |
| Participant deferral / active EE | $22,600 | $5,500+310.9% | $5,072+345.6% | $6,407+252.8% |
| Admin fee / account holder | $23,443 | $9,721+141.2% | $8,859+164.6% | $12,270+91.1% |