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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 | $14,221 | $118,708-88.0% | $98,920-85.6% | $158,966-91.1% |
| Participation rate | 16.7% | 77.8%-61.2pp | 76.0%-59.4pp | 82.0%-65.3pp |
| Annual return | 7.82% | 372.49%-364.7pp | 196.47%-188.7pp | 302.95%-295.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $396 | $10,134-96.1% | $6,643-94.0% | $11,250-96.5% |