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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 | $48 | $76,407-99.9% | $150,298-100.0% | $82,448-99.9% |
| Participation rate | 37.5% | 66.4%-28.9pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 15.95% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,381 | $6,352-31.0% | $14,116-69.0% | $7,234-39.4% |