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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 | $14,110 | $117,846-88.0% | $102,434-86.2% | $145,884-90.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.55% | 31.90%-21.3pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $15,956 | $3,615+341.4% | $3,023+427.8% | $4,662+242.2% |
| Participant deferral / active EE | $26,470 | $5,733+361.7% | $5,055+423.6% | $6,690+295.7% |
| Admin fee / account holder | $15,801 | $13,356+18.3% | $9,462+67.0% | $13,392+18.0% |