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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,406 | $56,287-93.9% | $80,977-95.8% | $62,881-94.6% |
| Participation rate | 33.3% | 68.9%-35.6pp | 75.8%-42.5pp | 69.3%-36.0pp |
| Annual return | 5.78% | 22.13%-16.3pp | 17.11%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $638 | $3,742-83.0% | $5,517-88.4% | $4,296-85.1% |