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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 | $15,588 | $62,583-75.1% | $76,767-79.7% | $64,173-75.7% |
| Participation rate | 66.7% | 72.8%-6.2pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | 13.54% | -1.95%+15.5pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,896 | $4,667-59.4% | $6,675-71.6% | $4,887-61.2% |