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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 | $40,841 | $160,040-74.5% | $147,096-72.2% | $145,877-72.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.05% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,711 | $5,289-29.8% | $4,936-24.8% | $4,663-20.4% |
| Participant deferral / active EE | $3,385 | $8,429-59.8% | $8,071-58.1% | $6,691-49.4% |
| Admin fee / account holder | $28,831 | $15,050+91.6% | $13,005+121.7% | $13,402+115.1% |