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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 | $13,105 | $110,337-88.1% | $102,383-87.2% | $145,877-91.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.29% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $87,969 | $4,216+1986.6% | $3,870+2172.9% | $4,663+1786.6% |
| Participant deferral / active EE | $2,000 | $5,621-64.4% | $5,060-60.5% | $6,691-70.1% |
| Admin fee / account holder | $1,366 | $9,750-86.0% | $8,391-83.7% | $13,402-89.8% |