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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 | $108,534 | $100,041+8.5% | $149,718-27.5% | $70,131+54.8% |
| Participation rate | 33.3% | 83.6%-50.3pp | 87.1%-53.7pp | 69.5%-36.2pp |
| Annual return | 10.13% | 27.43%-17.3pp | 1501.67%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,529 | $8,286+87.4% | $11,283+37.6% | $4,645+234.3% |