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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 | $100,970-50.0% | $96,576-47.7% | $137,256-63.2% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 11.71% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $19,979 | $3,809+424.5% | $3,553+462.3% | $4,156+380.7% |
| Participant deferral / active EE | $39,234 | $8,286+373.5% | $7,956+393.1% | $6,407+512.4% |
| Admin fee / account holder | $47,244 | $11,312+317.7% | $11,381+315.1% | $12,270+285.0% |