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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 | $160,040-54.2% | $147,096-50.2% | $145,877-49.7% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 7.65% | 98.49%-90.8pp | 419.75%-412.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $5,182 | $5,289-2.0% | $4,936+5.0% | $4,663+11.1% |
| Participant deferral / active EE | $12,709 | $8,429+50.8% | $8,071+57.5% | $6,691+90.0% |
| Admin fee / account holder | $191,999 | $15,050+1175.7% | $13,005+1376.3% | $13,402+1332.6% |