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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 | $13,899 | $78,707-82.3% | $117,861-88.2% | $70,126-80.2% |
| Participation rate | 14.1% | 73.2%-59.1pp | 79.7%-65.6pp | 69.5%-55.5pp |
| Annual return | 14.34% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,657 | $5,066+169.6% | $8,021+70.3% | $4,645+194.0% |