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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 | $4,768 | $90,530-94.7% | $76,030-93.7% | $145,897-96.7% |
| Participation rate | 22.2% | 74.4%-52.2pp | 69.1%-46.8pp | 80.3%-58.1pp |
| Annual return | 9.51% | 625.08%-615.6pp | 361.54%-352.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,044 | $3,319-68.6% | $2,688-61.2% | $4,663-77.6% |
| Participant deferral / active EE | $2,581 | $5,164-50.0% | $4,257-39.4% | $6,689-61.4% |
| Admin fee / account holder | $19,087 | $8,383+127.7% | $6,421+197.3% | $13,390+42.5% |