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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 | $135,313 | $209,422-35.4% | $178,503-24.2% | $158,982-14.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 4.10% | 188.81%-184.7pp | 151.12%-147.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $61,735 | $5,707+981.8% | $5,011+1132.0% | $4,763+1196.2% |
| Participant deferral / active EE | $46,815 | $5,955+686.2% | $5,202+799.9% | $5,983+682.4% |
| Admin fee / account holder | $71,297 | $17,079+317.5% | $13,987+409.7% | $11,252+533.7% |