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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,623 | $100,970-40.0% | $96,576-37.2% | $137,256-55.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 12.31% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,189 | $3,809-68.8% | $3,553-66.5% | $4,156-71.4% |
| Participant deferral / active EE | $109 | $8,286-98.7% | $7,956-98.6% | $6,407-98.3% |
| Admin fee / account holder | $19,018 | $11,312+68.1% | $11,381+67.1% | $12,270+55.0% |