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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 | $1,941 | $154,754-98.7% | $124,206-98.4% | $138,895-98.6% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.6%-11.2pp | 79.9%-21.6pp |
| Annual return | 15.37% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,425 | $6,690+25.9% | $5,929+42.1% | $12,562-32.9% |