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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 | $108,882-88.7% | $96,754-87.3% | $154,746-92.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 14.61% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $366 | $3,018-87.9% | $2,679-86.3% | $4,379-91.6% |
| Participant deferral / active EE | $279 | $5,323-94.8% | $4,758-94.1% | $6,730-95.9% |
| Admin fee / account holder | $1,874 | $10,200-81.6% | $8,905-79.0% | $14,365-87.0% |