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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,329 | $97,125-87.3% | $86,233-85.7% | $137,256-91.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 14.61% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $366 | $2,841-87.1% | $2,504-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $279 | $5,180-94.6% | $4,559-93.9% | $6,407-95.6% |
| Admin fee / account holder | $1,874 | $9,725-80.7% | $8,342-77.5% | $12,270-84.7% |