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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 | $185,312-81.6% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 4.25% | 103.84%-99.6pp | 89.72%-85.5pp | 172.34%-168.1pp |
| Employer contribution / active EE | $24,275 | $4,769+409.0% | $4,268+468.7% | $4,379+454.3% |
| Participant deferral / active EE | $731 | $6,350-88.5% | $5,630-87.0% | $6,730-89.1% |
| Admin fee / account holder | $125,830 | $18,654+574.5% | $16,006+686.2% | $14,365+775.9% |