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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 | $10,693 | $95,406-88.8% | $185,849-94.2% | $85,847-87.5% |
| Participation rate | 30.6% | 68.8%-38.2pp | 81.7%-51.2pp | 69.3%-38.8pp |
| Annual return | 33.10% | 23.59%+9.5pp | 122.10%-89.0pp | 318.61%-285.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $481 | $7,214-93.3% | $16,244-97.0% | $6,261-92.3% |