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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 | $81,705 | $57,312+42.6% | $86,617-5.7% | $75,181+8.7% |
| Participation rate | 53.6% | 63.2%-9.6pp | 71.7%-18.1pp | 67.2%-13.6pp |
| Annual return | 10.42% | 2672.78%-2662.4pp | 591.91%-581.5pp | 160.69%-150.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,846 | $4,114-55.1% | $5,613-67.1% | $5,650-67.3% |