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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 | $102,609-95.0% | $98,090-94.8% | $138,895-96.3% |
| Participation rate | 28.6% | 82.8%-54.2pp | 81.5%-53.0pp | 79.9%-51.3pp |
| Annual return | 15.26% | 36.44%-21.2pp | 37.05%-21.8pp | 145.39%-130.1pp |
| Employer contribution / active EE | $20,190 | $3,867+422.1% | $3,606+459.9% | $4,194+381.4% |
| Participant deferral / active EE | $43,629 | $8,167+434.2% | $7,845+456.2% | $6,396+582.1% |
| Admin fee / account holder | $56,218 | $11,434+391.7% | $11,815+375.8% | $12,562+347.5% |