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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 | $39,749 | $88,754-55.2% | $81,820-51.4% | $145,877-72.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 9.41% | 1031.77%-1022.4pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $21,644 | $3,085+601.5% | $2,915+642.5% | $4,663+364.2% |
| Participant deferral / active EE | $36,495 | $4,648+685.2% | $4,323+744.3% | $6,691+445.5% |
| Admin fee / account holder | $134,740 | $8,424+1499.6% | $7,391+1723.1% | $13,402+905.4% |