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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 | $5,014 | $55,889-91.0% | $76,119-93.4% | $80,935-93.8% |
| Participation rate | 35.9% | 62.1%-26.2pp | 69.1%-33.2pp | 67.7%-31.8pp |
| Annual return | 11.21% | 20.58%-9.4pp | 361.25%-350.0pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $365 | $5,241-93.0% | $6,421-94.3% | $6,924-94.7% |