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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 | $15,348 | $92,219-83.4% | $76,766-80.0% | $135,382-88.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -5.64% | 5.46%-11.1pp | 2.43%-8.1pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,774 | $3,216-44.8% | $2,485-28.6% | $4,779-62.9% |
| Participant deferral / active EE | $6,151 | $4,508+36.4% | $3,851+59.7% | $5,609+9.7% |
| Admin fee / account holder | $3,854 | $10,749-64.1% | $6,675-42.3% | $10,829-64.4% |