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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 | $15,318 | $178,174-91.4% | $156,181-90.2% | $137,256-88.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 17.65% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,646 | $4,972-66.9% | $4,294-61.7% | $4,156-60.4% |
| Participant deferral / active EE | $4,124 | $6,888-40.1% | $6,132-32.7% | $6,407-35.6% |
| Admin fee / account holder | $3,692 | $17,404-78.8% | $14,586-74.7% | $12,270-69.9% |