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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $71,958 | $110,379-34.8% | $102,412-29.7% | $145,884-50.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.08% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $58,082 | $4,216+1277.6% | $3,870+1400.9% | $4,662+1145.8% |
| Participant deferral / active EE | $22 | $5,622-99.6% | $5,060-99.6% | $6,690-99.7% |
| Admin fee / account holder | $3,356 | $9,745-65.6% | $8,388-60.0% | $13,392-74.9% |