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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 | $9,872 | $147,556-93.3% | $129,031-92.3% | $198,609-95.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 7.28% | 37.41%-30.1pp | 34.67%-27.4pp | 202.70%-195.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $815 | $15,467-94.7% | $13,208-93.8% | $19,030-95.7% |