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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 | $13,442 | $177,595-92.4% | $148,496-90.9% | $198,609-93.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 10.07% | 9.97%+0.1pp | 12.33%-2.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $7,708 | $4,098+88.1% | $3,497+120.4% | $5,055+52.5% |
| Participant deferral / active EE | $26,016 | $5,539+369.7% | $4,808+441.0% | $6,977+272.9% |
| Admin fee / account holder | $10,551 | $27,010-60.9% | $19,547-46.0% | $19,030-44.6% |