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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 | $37,430 | $169,336-77.9% | $129,384-71.1% | $145,884-74.3% |
| Participation rate | 30.8% | 76.5%-45.7pp | 69.6%-38.9pp | 80.3%-49.5pp |
| Annual return | 6.56% | 14408.70%-14402.1pp | 9461.77%-9455.2pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,235 | $9,912-37.1% | $7,686-18.9% | $13,392-53.4% |