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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 | $13,520 | $100,938-86.6% | $90,461-85.1% | $158,982-91.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 10.20% | 1727.20%-1717.0pp | 1294.76%-1284.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $559 | $4,350-87.2% | $3,964-85.9% | $5,983-90.7% |
| Admin fee / account holder | $1,559 | $6,510-76.1% | $5,617-72.2% | $11,252-86.1% |