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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 | $17,341 | $156,398-88.9% | $147,318-88.2% | $138,895-87.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 12.53% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $24,507 | $4,853+405.0% | $4,593+433.6% | $4,194+484.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $77,926 | $14,976+420.3% | $13,708+468.5% | $12,562+520.3% |