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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 | $17,177 | $88,778-80.7% | $81,844-79.0% | $145,884-88.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.34% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,654 | $4,648+365.9% | $4,323+400.9% | $6,690+223.7% |
| Admin fee / account holder | $5,785 | $8,430-31.4% | $7,355-21.4% | $13,392-56.8% |