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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,638 | $215,361-98.3% | $171,082-97.9% | $273,972-98.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 3.08% | 25.14%-22.1pp | 32.56%-29.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $150 | $5,543-97.3% | $4,797-96.9% | $5,287-97.2% |
| Admin fee / account holder | $312 | $10,846-97.1% | $8,520-96.3% | $10,133-96.9% |