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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 | $10,875 | $100,139-89.1% | $85,187-87.2% | $145,884-92.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 7.12% | 84.15%-77.0pp | 66.67%-59.5pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,600 | $3,238-50.6% | $2,732-41.4% | $4,662-65.7% |
| Participant deferral / active EE | $6,767 | $5,296+27.8% | $4,525+49.5% | $6,690+1.2% |
| Admin fee / account holder | $8,188 | $7,262+12.8% | $6,162+32.9% | $13,392-38.9% |