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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 | $5,831 | $81,276-92.8% | $155,574-96.3% | $80,925-92.8% |
| Participation rate | 3.1% | 66.2%-63.1pp | 78.2%-75.1pp | 67.7%-64.5pp |
| Annual return | 21.31% | 33.36%-12.1pp | 64.87%-43.6pp | 35.65%-14.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $410 | $7,993-94.9% | $15,914-97.4% | $6,940-94.1% |