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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 | $126,276 | $90,614+39.4% | $76,089+66.0% | $145,877-13.4% |
| Participation rate | 6.3% | 74.5%-68.2pp | 69.1%-62.8pp | 80.3%-74.1pp |
| Annual return | 5.66% | 623.80%-618.1pp | 360.94%-355.3pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $41,598 | $8,376+396.6% | $6,418+548.2% | $13,402+210.4% |