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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 | $21,058 | $97,765-78.5% | $103,486-79.7% | $145,884-85.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 25.44%-25.4pp | 23.93%-23.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $56,559 | $6,606+756.2% | $6,628+753.3% | $6,690+745.5% |
| Admin fee / account holder | $335 | $12,505-97.3% | $9,354-96.4% | $13,392-97.5% |