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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 | $67,170 | $65,440+2.6% | $98,506-31.8% | $85,851-21.8% |
| Participation rate | 17.3% | 65.0%-47.7pp | 73.3%-56.0pp | 69.3%-52.0pp |
| Annual return | 11.49% | 21.75%-10.3pp | 1494.92%-1483.4pp | 318.63%-307.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,225 | $4,596+57.2% | $5,955+21.3% | $6,261+15.4% |