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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 | $77,545 | $133,981-42.1% | $112,249-30.9% | $134,532-42.4% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-14.0pp | 81.2%-20.1pp |
| Annual return | -10.04% | 47.16%-57.2pp | 27.48%-37.5pp | 418.27%-428.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,396 | $7,492-81.4% | $6,412-78.2% | $11,429-87.8% |