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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 | $20,733 | $90,671-77.1% | $85,826-75.8% | $382,429-94.6% |
| Participation rate | 38.9% | 84.1%-45.3pp | 72.9%-34.0pp | 87.7%-48.9pp |
| Annual return | 9.55% | -14.82%+24.4pp | -10.29%+19.8pp | 248.85%-239.3pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $651 | $4,773-86.4% | $4,820-86.5% | $30,732-97.9% |