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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 | $4,087 | $88,778-95.4% | $81,844-95.0% | $145,884-97.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 9.34% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,475 | $3,087-19.8% | $2,916-15.1% | $4,662-46.9% |
| Participant deferral / active EE | $2,072 | $4,648-55.4% | $4,323-52.1% | $6,690-69.0% |
| Admin fee / account holder | $835 | $8,430-90.1% | $7,355-88.6% | $13,392-93.8% |