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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 | $25,862 | $100,139-74.2% | $85,187-69.6% | $145,884-82.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 3.71% | 84.15%-80.4pp | 66.67%-63.0pp | 551.85%-548.1pp |
| Employer contribution / active EE | $1,366 | $3,238-57.8% | $2,732-50.0% | $4,662-70.7% |
| Participant deferral / active EE | $8,965 | $5,296+69.3% | $4,525+98.1% | $6,690+34.0% |
| Admin fee / account holder | $2,220 | $7,262-69.4% | $6,162-64.0% | $13,392-83.4% |