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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 | $29,047 | $59,448-51.1% | $93,696-69.0% | $74,459-61.0% |
| Participation rate | 2.4% | 59.6%-57.3pp | 68.7%-66.4pp | 67.2%-64.9pp |
| Annual return | 8.89% | 82.11%-73.2pp | 133.74%-124.9pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,192 | $3,027+335.8% | $8,287+59.2% | $1,945+578.3% |