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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 | $10,823 | $213,785-94.9% | $185,441-94.2% | $155,188-93.0% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 13.75% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,676 | $21,134-92.1% | $17,890-90.6% | $14,480-88.4% |