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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 | $3,813 | $86,050-95.6% | $189,758-98.0% | $94,015-95.9% |
| Participation rate | 44.8% | 68.9%-24.1pp | 79.8%-35.0pp | 70.8%-26.0pp |
| Annual return | 14.30% | 17.77%-3.5pp | 52.62%-38.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $927 | $6,627-86.0% | $20,388-95.5% | $8,951-89.6% |