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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 | $132,099-89.8% | $115,599-88.4% | $138,895-90.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 10.07% | 176.76%-166.7pp | 111.10%-101.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $7,708 | $3,416+125.6% | $2,955+160.8% | $4,194+83.8% |
| Participant deferral / active EE | $26,016 | $5,617+363.2% | $4,889+432.1% | $6,396+306.7% |
| Admin fee / account holder | $10,551 | $15,650-32.6% | $12,841-17.8% | $12,562-16.0% |