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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 | $4,990 | $72,071-93.1% | $68,368-92.7% | $137,256-96.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 8.38% | 353.14%-344.8pp | 292.57%-284.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $738 | $2,788-73.5% | $2,649-72.1% | $4,156-82.2% |
| Participant deferral / active EE | $4,957 | $4,410+12.4% | $4,123+20.2% | $6,407-22.6% |
| Admin fee / account holder | $6,681 | $5,336+25.2% | $5,150+29.7% | $12,270-45.6% |