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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 | $50,533 | $102,609-50.8% | $98,090-48.5% | $138,895-63.6% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 11.71% | 36.44%-24.7pp | 37.05%-25.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $19,979 | $3,867+416.6% | $3,606+454.0% | $4,194+376.3% |
| Participant deferral / active EE | $39,234 | $8,167+380.4% | $7,845+400.1% | $6,396+513.4% |
| Admin fee / account holder | $47,244 | $11,434+313.2% | $11,815+299.9% | $12,562+276.1% |