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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 | $125,237-44.7% | $105,608-34.5% | $145,877-52.6% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 6.46% | 225.76%-219.3pp | 116.50%-110.0pp | 551.28%-544.8pp |
| Employer contribution / active EE | $51,341 | $3,720+1280.0% | $3,167+1521.1% | $4,663+1001.0% |
| Participant deferral / active EE | $165,203 | $5,711+2792.9% | $5,010+3197.7% | $6,691+2369.2% |
| Admin fee / account holder | $268,612 | $17,287+1453.8% | $11,028+2335.7% | $13,402+1904.2% |