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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 | $22,236 | $199,109-88.8% | $173,730-87.2% | $154,746-85.6% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.6%-43.9pp | 80.7%-45.0pp |
| Annual return | 13.11% | 20.02%-6.9pp | 19.96%-6.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,704 | $20,916-77.5% | $17,523-73.2% | $14,365-67.3% |