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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 | $71,859 | $132,634-45.8% | $115,768-37.9% | $137,256-47.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 9.43% | 160.70%-151.3pp | 100.46%-91.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $78,706 | $5,619+1300.8% | $4,917+1500.8% | $6,407+1128.5% |
| Admin fee / account holder | $39,894 | $15,028+165.5% | $12,439+220.7% | $12,270+225.1% |