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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 | $16,533 | $72,177-77.1% | $115,038-85.6% | $59,633-72.3% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | 5.85% | 12.02%-6.2pp | 26.14%-20.3pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,844 | $4,927-62.6% | $8,175-77.4% | $4,297-57.1% |