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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 | $45,016 | $196,972-77.1% | $182,262-75.3% | $198,609-77.3% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 17.27% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,184 | $8,643+98.8% | $8,276+107.6% | $6,977+146.3% |
| Admin fee / account holder | $14,734 | $18,429-20.0% | $16,712-11.8% | $19,030-22.6% |