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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 | $38,192 | $88,754-57.0% | $81,820-53.3% | $145,877-73.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 9.31% | 1031.77%-1022.5pp | 777.93%-768.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $12,862 | $3,085+316.9% | $2,915+341.2% | $4,663+175.8% |
| Participant deferral / active EE | $25,002 | $4,648+438.0% | $4,323+478.4% | $6,691+273.7% |
| Admin fee / account holder | $476 | $8,424-94.4% | $7,391-93.6% | $13,402-96.5% |