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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 | $4,760 | $90,614-94.7% | $76,089-93.7% | $145,877-96.7% |
| Participation rate | 52.6% | 74.5%-21.9pp | 69.1%-16.5pp | 80.3%-27.7pp |
| Annual return | 12.67% | 623.80%-611.1pp | 360.94%-348.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $637 | $8,376-92.4% | $6,418-90.1% | $13,402-95.2% |