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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 | $11,228 | $43,075-73.9% | $74,577-84.9% | $62,881-82.1% |
| Participation rate | 26.5% | 58.1%-31.6pp | 68.1%-41.6pp | 69.3%-42.8pp |
| Annual return | 16.73% | 17.50%-0.8pp | 20.47%-3.7pp | 20.14%-3.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,893 | $2,840+1.9% | $4,138-30.1% | $4,296-32.7% |