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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 | $53,686 | $162,136-66.9% | $152,301-64.8% | $154,746-65.3% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 20.60% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $129,877 | $8,341+1457.1% | $8,004+1522.7% | $6,730+1829.7% |
| Admin fee / account holder | $27,587 | $15,759+75.0% | $14,398+91.6% | $14,365+92.0% |