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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 | $94,815 | $171,867-44.8% | $149,721-36.7% | $147,586-35.8% |
| Participation rate | 16.7% | 88.2%-71.5pp | 87.1%-70.4pp | 82.8%-66.2pp |
| Annual return | 3.90% | 2113.36%-2109.5pp | 1501.67%-1497.8pp | 578.59%-574.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $907 | $13,799-93.4% | $11,282-92.0% | $10,886-91.7% |