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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 | $14,425 | $109,872-86.9% | $98,483-85.4% | $167,536-91.4% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 1.17% | 1959.31%-1958.1pp | 1494.38%-1493.2pp | 478.82%-477.6pp |
| Employer contribution / active EE | $5,958 | $3,225+84.7% | $2,961+101.2% | $4,839+23.1% |
| Participant deferral / active EE | $25,000 | $4,673+435.0% | $4,276+484.6% | $6,342+294.2% |
| Admin fee / account holder | $31,886 | $6,757+371.9% | $5,953+435.7% | $12,315+158.9% |