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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 | $41,587 | $111,830-62.8% | $93,696-55.6% | $145,884-71.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 7.81% | 204.08%-196.3pp | 133.74%-125.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $6,525 | $3,093+111.0% | $2,422+169.4% | $4,662+40.0% |
| Participant deferral / active EE | $11,368 | $4,920+131.1% | $4,417+157.4% | $6,690+69.9% |
| Admin fee / account holder | $1,562 | $10,249-84.8% | $8,287-81.1% | $13,392-88.3% |