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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 | $7,141 | $51,638-86.2% | $129,406-94.5% | $80,959-91.2% |
| Participation rate | 21.9% | 56.9%-35.1pp | 69.6%-47.8pp | 67.7%-45.8pp |
| Annual return | 13.25% | 20.78%-7.5pp | 9468.18%-9454.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,206 | $4,313-72.0% | $7,689-84.3% | $6,925-82.6% |