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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 | $72,007 | $97,125-25.9% | $86,233-16.5% | $137,256-47.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 10.56% | 74.19%-63.6pp | 61.39%-50.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,638 | $2,841-42.3% | $2,504-34.6% | $4,156-60.6% |
| Participant deferral / active EE | $1,035 | $5,180-80.0% | $4,559-77.3% | $6,407-83.8% |
| Admin fee / account holder | $9,571 | $9,725-1.6% | $8,342+14.7% | $12,270-22.0% |