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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 | $227,571 | $176,688+28.8% | $130,660+74.2% | $152,897+48.8% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.5%-42.5pp |
| Annual return | -0.20% | 2693.08%-2693.3pp | 1709.29%-1709.5pp | 345.43%-345.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,173 | $7,131+168.9% | $5,463+250.9% | $11,599+65.3% |