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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 | $27,473 | $196,972-86.1% | $182,262-84.9% | $198,609-86.2% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 18.13% | 158.27%-140.1pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,244 | $5,364-39.5% | $5,046-35.7% | $5,055-35.8% |
| Participant deferral / active EE | $4,139 | $8,643-52.1% | $8,276-50.0% | $6,977-40.7% |
| Admin fee / account holder | $621 | $18,429-96.6% | $16,712-96.3% | $19,030-96.7% |