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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 | $8,242 | $64,307-87.2% | $57,349-85.6% | $125,388-93.4% |
| Participation rate | 22.2% | 78.6%-56.4pp | 75.1%-52.9pp | 83.2%-61.0pp |
| Annual return | 0.85% | 25.14%-24.3pp | 24.40%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $576 | $5,242-89.0% | $3,356-82.8% | $9,541-94.0% |