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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 | $16,512 | $149,040-88.9% | $120,225-86.3% | $137,256-88.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 8.12% | 605.68%-597.6pp | 439.23%-431.1pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,139 | $4,350-73.8% | $3,475-67.2% | $4,156-72.6% |
| Participant deferral / active EE | $1,605 | $4,655-65.5% | $3,999-59.9% | $6,407-74.9% |
| Admin fee / account holder | $1,559 | $6,348-75.4% | $5,696-72.6% | $12,270-87.3% |