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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 | $14,909 | $135,905-89.0% | $126,068-88.2% | $198,609-92.5% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 12.44% | 14.07%-1.6pp | 15.01%-2.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $5,195 | $4,245+22.4% | $3,968+30.9% | $5,055+2.8% |
| Participant deferral / active EE | $16,721 | $8,523+96.2% | $8,214+103.6% | $6,977+139.7% |
| Admin fee / account holder | $8,697 | $21,036-58.7% | $18,264-52.4% | $19,030-54.3% |