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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 | $18,388 | $110,410-83.3% | $102,437-82.0% | $145,897-87.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 8.65% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,337 | $4,217-44.6% | $3,871-39.6% | $4,663-49.9% |
| Participant deferral / active EE | $10,644 | $5,622+89.3% | $5,060+110.4% | $6,689+59.1% |
| Admin fee / account holder | $20,253 | $9,745+107.8% | $8,388+141.5% | $13,390+51.3% |