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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 | $129,737-63.7% | $119,126-60.4% | $154,746-69.5% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 7.55% | 379.08%-371.5pp | 282.11%-274.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $14,857 | $4,375+239.6% | $4,034+268.3% | $4,379+239.3% |
| Participant deferral / active EE | $22,600 | $5,842+286.9% | $5,318+325.0% | $6,730+235.8% |
| Admin fee / account holder | $23,443 | $11,961+96.0% | $10,693+119.2% | $14,365+63.2% |