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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 | $110,039-94.8% | $97,260-94.1% | $145,884-96.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 6.42% | 244.44%-238.0pp | 75.54%-69.1pp | 551.85%-545.4pp |
| Employer contribution / active EE | $5,257 | $3,074+71.0% | $2,721+93.2% | $4,662+12.8% |
| Participant deferral / active EE | $2,242 | $4,674-52.0% | $4,262-47.4% | $6,690-66.5% |
| Admin fee / account holder | $41,821 | $6,204+574.2% | $5,640+641.5% | $13,392+212.3% |