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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 | $2,486 | $112,933-97.8% | $90,970-97.3% | $158,982-98.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 9.01% | 215.82%-206.8pp | 134.60%-125.6pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $416 | $8,047-94.8% | $5,961-93.0% | $11,252-96.3% |