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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 | $5,132 | $97,289-94.7% | $92,805-94.5% | $155,188-96.7% |
| Participation rate | 28.6% | 84.2%-55.6pp | 83.5%-54.9pp | 80.8%-52.2pp |
| Annual return | 15.26% | 29.03%-13.8pp | 31.59%-16.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $20,190 | $3,632+455.9% | $3,424+489.6% | $4,248+375.3% |
| Participant deferral / active EE | $43,629 | $8,795+396.0% | $8,448+416.5% | $6,531+568.0% |
| Admin fee / account holder | $56,218 | $12,015+367.9% | $10,911+415.3% | $14,480+288.3% |