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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 | $14,823 | $56,110-73.6% | $94,993-84.4% | $70,126-78.9% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.9%-33.9pp | 69.5%-29.5pp |
| Annual return | 16.02% | 51.02%-35.0pp | 27.14%-11.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,247 | $3,456-63.9% | $4,960-74.9% | $4,645-73.2% |