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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 | $159,934-54.2% | $147,005-50.1% | $145,959-49.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 7.65% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $5,182 | $5,287-2.0% | $4,934+5.0% | $4,661+11.2% |
| Participant deferral / active EE | $12,709 | $8,427+50.8% | $8,070+57.5% | $6,689+90.0% |
| Admin fee / account holder | $191,999 | $15,053+1175.5% | $13,006+1376.2% | $13,398+1333.1% |