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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 | $3,015 | $75,541-96.0% | $152,093-98.0% | $82,637-96.4% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 18.36% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $523 | $6,405-91.8% | $14,497-96.4% | $7,339-92.9% |