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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 | $6,521 | $125,193-94.8% | $105,591-93.8% | $145,978-95.5% |
| Participation rate | 23.5% | 77.6%-54.1pp | 75.3%-51.8pp | 80.3%-56.8pp |
| Annual return | 14.38% | 225.53%-211.1pp | 116.43%-102.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,170 | $17,277-93.2% | $11,024-89.4% | $13,400-91.3% |