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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 | $9,766 | $99,345-90.2% | $84,753-88.5% | $273,972-96.4% |
| Participation rate | 26.1% | 80.7%-54.6pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 16.34% | 22.93%-6.6pp | 22.78%-6.4pp | 41.46%-25.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,804 | $6,645+243.1% | $5,333+327.6% | $10,133+125.1% |