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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 | $124,757 | $65,566+90.3% | $86,235+44.7% | $75,177+66.0% |
| Participation rate | 34.3% | 60.5%-26.2pp | 69.0%-34.7pp | 67.2%-32.9pp |
| Annual return | 3.30% | 46.07%-42.8pp | 1170.03%-1166.7pp | 160.75%-157.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,230 | $5,470+343.0% | $6,856+253.4% | $5,651+328.8% |