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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 | $15,347 | $129,737-88.2% | $119,126-87.1% | $154,746-90.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.64% | 379.08%-364.4pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,028 | $4,375-7.9% | $4,034-0.1% | $4,379-8.0% |
| Participant deferral / active EE | $6,828 | $5,842+16.9% | $5,318+28.4% | $6,730+1.5% |
| Admin fee / account holder | $4,838 | $11,961-59.6% | $10,693-54.8% | $14,365-66.3% |