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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 | $18,412 | $127,296-85.5% | $109,907-83.2% | $167,536-89.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 12.07% | 22.97%-10.9pp | 29.46%-17.4pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,832 | $3,325+15.3% | $2,844+34.8% | $4,839-20.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,174 | $7,119-83.5% | $6,069-80.7% | $12,315-90.5% |