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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 | $227,291-33.5% | $214,702-29.6% | $155,188-2.6% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 8.18% | 60.08%-51.9pp | 54.55%-46.4pp | 148.84%-140.7pp |
| Employer contribution / active EE | $87,661 | $6,772+1194.5% | $6,461+1256.8% | $4,248+1963.7% |
| Participant deferral / active EE | $132,458 | $9,582+1282.4% | $9,147+1348.2% | $6,531+1928.1% |
| Admin fee / account holder | $72,892 | $20,413+257.1% | $19,830+267.6% | $14,480+403.4% |