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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 | $186,206 | $154,228+20.7% | $145,433+28.0% | $137,256+35.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 10.72% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $9,657 | $4,804+101.0% | $4,554+112.0% | $4,156+132.4% |
| Participant deferral / active EE | $18,907 | $8,216+130.1% | $7,897+139.4% | $6,407+195.1% |
| Admin fee / account holder | $8,036 | $14,344-44.0% | $13,129-38.8% | $12,270-34.5% |