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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 | $14,284 | $172,111-91.7% | $150,298-90.5% | $137,256-89.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 7.39% | 69.37%-62.0pp | 62.79%-55.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $4,590 | $4,636-1.0% | $4,154+10.5% | $4,156+10.4% |
| Participant deferral / active EE | $7,936 | $6,166+28.7% | $5,453+45.5% | $6,407+23.9% |
| Admin fee / account holder | $2,539 | $16,471-84.6% | $14,116-82.0% | $12,270-79.3% |