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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 | $70,366-92.9% | $66,674-92.5% | $138,895-96.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 8.38% | 386.41%-378.0pp | 321.24%-312.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $738 | $2,765-73.3% | $2,620-71.8% | $4,194-82.4% |
| Participant deferral / active EE | $4,957 | $4,374+13.3% | $4,084+21.4% | $6,396-22.5% |
| Admin fee / account holder | $6,681 | $5,262+27.0% | $5,098+31.0% | $12,562-46.8% |