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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $12,683 | $110,039-88.5% | $97,260-87.0% | $145,884-91.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 10.12% | 244.44%-234.3pp | 75.54%-65.4pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,794 | $4,674+152.3% | $4,262+176.8% | $6,690+76.3% |
| Admin fee / account holder | $80,331 | $6,204+1194.9% | $5,640+1324.3% | $13,392+499.8% |