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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 | $100,160 | $111,535-10.2% | $105,223-4.8% | $137,256-27.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 10.51% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,164 | $5,500+30.3% | $5,072+41.3% | $6,407+11.8% |
| Admin fee / account holder | $58,452 | $9,721+501.3% | $8,859+559.8% | $12,270+376.4% |