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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 | $8,001 | $165,407-95.2% | $149,751-94.7% | $158,988-95.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.2pp | 82.0%-48.6pp |
| Annual return | 17.19% | 348.32%-331.1pp | 276.71%-259.5pp | 303.00%-285.8pp |
| Employer contribution / active EE | $5,590 | $5,105+9.5% | $4,646+20.3% | $4,763+17.4% |
| Participant deferral / active EE | $4,715 | $7,183-34.4% | $6,843-31.1% | $5,983-21.2% |
| Admin fee / account holder | $6,062 | $10,812-43.9% | $9,312-34.9% | $11,252-46.1% |