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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 | $14,904 | $147,556-89.9% | $129,031-88.4% | $198,609-92.5% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 13.07% | 37.41%-24.3pp | 34.67%-21.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $12,282 | $3,645+237.0% | $3,226+280.7% | $5,055+142.9% |
| Participant deferral / active EE | $21,589 | $5,760+274.8% | $5,217+313.8% | $6,977+209.4% |
| Admin fee / account holder | $23,702 | $15,467+53.2% | $13,208+79.5% | $19,030+24.5% |