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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.)
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 | $34,156 | $172,111-80.2% | $150,298-77.3% | $137,256-75.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 4.25% | 69.37%-65.1pp | 62.79%-58.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $24,275 | $4,636+423.6% | $4,154+484.4% | $4,156+484.1% |
| Participant deferral / active EE | $731 | $6,166-88.1% | $5,453-86.6% | $6,407-88.6% |
| Admin fee / account holder | $125,830 | $16,471+664.0% | $14,116+791.4% | $12,270+925.5% |