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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 | $9,240 | $181,062-94.9% | $158,223-94.2% | $155,188-94.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 14.27% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,448 | $18,825-92.3% | $16,047-91.0% | $14,480-90.0% |