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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 | $4,415 | $81,276-94.6% | $155,574-97.2% | $80,925-94.5% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 18.34% | 33.36%-15.0pp | 64.87%-46.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,104 | $7,993-86.2% | $15,914-93.1% | $6,940-84.1% |