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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 | $66,367 | $160,028-58.5% | $147,080-54.9% | $145,884-54.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.57% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,047 | $5,286-61.3% | $4,933-58.5% | $4,662-56.1% |
| Participant deferral / active EE | $729 | $8,422-91.3% | $8,066-91.0% | $6,690-89.1% |
| Admin fee / account holder | $38,208 | $15,030+154.2% | $12,989+194.2% | $13,392+185.3% |