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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 | $162,529-89.8% | $130,788-87.4% | $154,746-89.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 8.12% | 510.48%-502.4pp | 386.44%-378.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,139 | $4,447-74.4% | $3,558-68.0% | $4,379-74.0% |
| Participant deferral / active EE | $1,605 | $4,808-66.6% | $4,137-61.2% | $6,730-76.1% |
| Admin fee / account holder | $1,559 | $7,669-79.7% | $6,673-76.6% | $14,365-89.1% |