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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 | $11,565 | $86,288-86.6% | $111,306-89.6% | $85,851-86.5% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 68.42% | 19.99%+48.4pp | 54.67%+13.8pp | 318.63%-250.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,580 | $8,189-31.9% | $7,966-29.9% | $6,261-10.9% |