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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 | $198,807 | $117,426+69.3% | $99,470+99.9% | $152,885+30.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 1.55% | 31.87%-30.3pp | 30.72%-29.2pp | 345.39%-343.8pp |
| Employer contribution / active EE | $4,379 | $3,014+45.3% | $2,540+72.4% | $4,763-8.1% |
| Participant deferral / active EE | $25,648 | $4,086+527.7% | $3,619+608.7% | $5,851+338.4% |
| Admin fee / account holder | $8,392 | $7,634+9.9% | $6,252+34.2% | $11,598-27.6% |