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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 | $58,024 | $107,368-46.0% | $92,915-37.6% | $152,909-62.1% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 5.07% | 145.64%-140.6pp | 109.45%-104.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $84,073 | $4,222+1891.1% | $3,653+2201.2% | $4,764+1664.8% |
| Participant deferral / active EE | $159,973 | $4,848+3199.8% | $4,238+3674.7% | $5,851+2633.9% |
| Admin fee / account holder | $3,514 | $7,082-50.4% | $5,796-39.4% | $11,601-69.7% |