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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 | $46,672 | $126,661-63.2% | $113,397-58.8% | $138,895-66.4% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 7.94% | 25.05%-17.1pp | 23.20%-15.3pp | 145.39%-137.5pp |
| Employer contribution / active EE | $19,689 | $3,456+469.7% | $2,977+561.3% | $4,194+369.4% |
| Participant deferral / active EE | $97,273 | $5,693+1608.8% | $5,076+1816.2% | $6,396+1420.8% |
| Admin fee / account holder | $225,230 | $14,549+1448.0% | $11,957+1783.7% | $12,562+1692.9% |