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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 | $162,136+14.8% | $152,301+22.3% | $154,746+20.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.72% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $9,657 | $4,890+97.5% | $4,624+108.8% | $4,379+120.5% |
| Participant deferral / active EE | $18,907 | $8,341+126.7% | $8,004+136.2% | $6,730+180.9% |
| Admin fee / account holder | $8,036 | $15,759-49.0% | $14,398-44.2% | $14,365-44.1% |