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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 | $5,726 | $110,093-94.8% | $97,295-94.1% | $145,897-96.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 6.42% | 244.76%-238.3pp | 75.62%-69.2pp | 552.29%-545.9pp |
| Employer contribution / active EE | $5,257 | $3,077+70.8% | $2,723+93.1% | $4,663+12.7% |
| Participant deferral / active EE | $2,242 | $4,678-52.1% | $4,264-47.4% | $6,689-66.5% |
| Admin fee / account holder | $41,821 | $6,212+573.2% | $5,646+640.7% | $13,390+212.3% |