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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,105 | $108,897-82.5% | $100,378-81.0% | $145,877-86.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 8.34% | 58.17%-49.8pp | 49.41%-41.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $937 | $4,420-78.8% | $3,942-76.2% | $4,663-79.9% |
| Participant deferral / active EE | $937 | $8,455-88.9% | $8,087-88.4% | $6,691-86.0% |
| Admin fee / account holder | $3,390 | $9,690-65.0% | $7,899-57.1% | $13,402-74.7% |