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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 | $69,195 | $126,519-45.3% | $106,201-34.8% | $145,959-52.6% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 6.46% | 225.10%-218.6pp | 116.26%-109.8pp | 561.95%-555.5pp |
| Employer contribution / active EE | $51,341 | $3,726+1278.0% | $3,170+1519.8% | $4,661+1001.6% |
| Participant deferral / active EE | $165,203 | $5,716+2790.4% | $5,012+3196.0% | $6,689+2369.9% |
| Admin fee / account holder | $268,612 | $17,312+1451.6% | $11,039+2333.2% | $13,398+1904.9% |