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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 | $73,322 | $160,070-54.2% | $147,117-50.2% | $145,897-49.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 7.65% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $5,182 | $5,285-1.9% | $4,932+5.1% | $4,663+11.1% |
| Participant deferral / active EE | $12,709 | $8,419+50.9% | $8,065+57.6% | $6,689+90.0% |
| Admin fee / account holder | $191,999 | $15,035+1177.0% | $12,993+1377.7% | $13,390+1333.9% |