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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 | $112,062 | $108,911+2.9% | $100,392+11.6% | $145,884-23.2% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.24% | 58.23%-45.0pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,070 | $8,459+7.2% | $8,090+12.1% | $6,690+35.6% |
| Admin fee / account holder | $11,975 | $9,698+23.5% | $7,904+51.5% | $13,392-10.6% |