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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 | $21,401 | $52,678-59.4% | $75,784-71.8% | $59,633-64.1% |
| Participation rate | 45.5% | 67.2%-21.8pp | 75.8%-30.4pp | 68.7%-23.2pp |
| Annual return | 11.08% | 2.95%+8.1pp | 9.68%+1.4pp | 2041.45%-2030.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,463 | $3,610+79.0% | $5,300+22.0% | $4,297+50.4% |