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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 | $44,199 | $117,846-62.5% | $102,434-56.9% | $145,884-69.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.63% | 31.90%-18.3pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2 | $3,615-99.9% | $3,023-99.9% | $4,662-100.0% |
| Participant deferral / active EE | $245,350 | $5,733+4179.3% | $5,055+4753.7% | $6,690+3567.6% |
| Admin fee / account holder | $380,345 | $13,356+2747.8% | $9,462+3919.7% | $13,392+2740.1% |