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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 | $99,995-89.1% | $85,063-87.2% | $145,978-92.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.12% | 83.99%-76.9pp | 66.54%-59.4pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,600 | $3,231-50.5% | $2,727-41.3% | $4,662-65.7% |
| Participant deferral / active EE | $6,767 | $5,295+27.8% | $4,523+49.6% | $6,690+1.2% |
| Admin fee / account holder | $8,188 | $7,255+12.9% | $6,155+33.0% | $13,400-38.9% |