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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 | $68,463 | $171,492-60.1% | $150,734-54.6% | $198,609-65.5% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 4.25% | 804.70%-800.5pp | 600.81%-596.6pp | 202.70%-198.4pp |
| Employer contribution / active EE | $612 | $5,470-88.8% | $4,918-87.6% | $5,055-87.9% |
| Participant deferral / active EE | $15,606 | $6,259+149.3% | $5,610+178.2% | $6,977+123.7% |
| Admin fee / account holder | $1,455 | $17,628-91.7% | $14,905-90.2% | $19,030-92.4% |