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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 | $45,162 | $107,666-58.1% | $102,184-55.8% | $154,746-70.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 9.90% | 29.33%-19.4pp | 31.58%-21.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,344 | $3,846-39.1% | $3,594-34.8% | $4,379-46.5% |
| Participant deferral / active EE | $2,935 | $8,719-66.3% | $8,309-64.7% | $6,730-56.4% |
| Admin fee / account holder | $26,671 | $12,943+106.1% | $11,609+129.8% | $14,365+85.7% |