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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,355 | $81,763-97.1% | $58,561-96.0% | $139,466-98.3% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 11.77% | 7427.77%-7416.0pp | 4251.33%-4239.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $21,693 | $2,555+749.1% | $1,923+1028.0% | $6,712+223.2% |
| Admin fee / account holder | $4,038 | $3,273+23.4% | $2,520+60.2% | $11,409-64.6% |