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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 | $151,121 | $209,336-27.8% | $197,124-23.3% | $137,256+10.1% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 8.18% | 48.09%-39.9pp | 44.34%-36.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $87,661 | $6,591+1230.1% | $6,227+1307.7% | $4,156+2009.3% |
| Participant deferral / active EE | $132,458 | $9,614+1277.7% | $9,135+1350.1% | $6,407+1967.5% |
| Admin fee / account holder | $72,892 | $17,308+321.2% | $16,298+347.2% | $12,270+494.1% |