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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 | $10,691 | $110,083-90.3% | $151,639-92.9% | $68,486-84.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 87.5%-31.9pp | 67.9%-12.3pp |
| Annual return | -6.94% | -10.12%+3.2pp | 3.34%-10.3pp | -7.85%+0.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $301 | $7,718-96.1% | $11,613-97.4% | $5,404-94.4% |