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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 | $81,553 | $160,028-49.0% | $147,080-44.6% | $145,884-44.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.27% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,690 | $5,286-30.2% | $4,933-25.2% | $4,662-20.9% |
| Participant deferral / active EE | $3,140 | $8,422-62.7% | $8,066-61.1% | $6,690-53.1% |
| Admin fee / account holder | $10,583 | $15,030-29.6% | $12,989-18.5% | $13,392-21.0% |