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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 | $46,798 | $171,867-72.8% | $149,721-68.7% | $147,586-68.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 9.06% | 2113.36%-2104.3pp | 1501.67%-1492.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | $12,330 | $6,275+96.5% | $5,444+126.5% | $4,876+152.9% |
| Participant deferral / active EE | $24,899 | $7,270+242.5% | $6,568+279.1% | $5,439+357.8% |
| Admin fee / account holder | $5,848 | $13,799-57.6% | $11,282-48.2% | $10,886-46.3% |