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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 | $4,797 | $88,754-94.6% | $81,820-94.1% | $145,877-96.7% |
| Participation rate | 7.7% | 75.1%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 0.57% | 1031.77%-1031.2pp | 777.93%-777.4pp | 551.28%-550.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,684 | $8,424+169.3% | $7,391+206.9% | $13,402+69.3% |