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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 | $72,575 | $108,922-33.4% | $100,398-27.7% | $145,978-50.3% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 8.12% | 58.04%-49.9pp | 49.32%-41.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $354,712 | $9,680+3564.2% | $7,893+4393.9% | $13,400+2547.0% |