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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 | $18,776 | $110,337-83.0% | $102,383-81.7% | $145,877-87.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.72% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,564 | $4,216-62.9% | $3,870-59.6% | $4,663-66.5% |
| Participant deferral / active EE | $3,191 | $5,621-43.2% | $5,060-36.9% | $6,691-52.3% |
| Admin fee / account holder | $6,077 | $9,750-37.7% | $8,391-27.6% | $13,402-54.7% |