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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 | $56,568 | $150,447-62.4% | $136,298-58.5% | $147,586-61.7% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 10.21% | 1049.15%-1038.9pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $19,854 | $5,256+277.7% | $4,696+322.8% | $4,876+307.1% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $793 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |