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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 | $96,814 | $165,399-41.5% | $149,745-35.3% | $158,982-39.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 1.46% | 348.34%-346.9pp | 276.72%-275.3pp | 302.99%-301.5pp |
| Employer contribution / active EE | $10,714 | $5,105+109.9% | $4,646+130.6% | $4,763+124.9% |
| Participant deferral / active EE | $37,423 | $7,183+421.0% | $6,843+446.9% | $5,983+525.4% |
| Admin fee / account holder | $88,649 | $10,811+720.0% | $9,312+852.0% | $11,252+687.9% |