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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 | $78,690-95.2% | $161,489-97.6% | $87,485-95.6% |
| Participation rate | 44.8% | 67.5%-22.6pp | 78.7%-33.9pp | 68.9%-24.1pp |
| Annual return | 14.30% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $927 | $6,724-86.2% | $16,006-94.2% | $7,775-88.1% |