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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 | $6,678 | $48,235-86.2% | $68,803-90.3% | $68,490-90.2% |
| Participation rate | 58.6% | 60.7%-2.1pp | 69.0%-10.4pp | 67.9%-9.3pp |
| Annual return | -12.13% | -12.70%+0.6pp | -6.37%-5.8pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,543 | $4,361-64.6% | $4,936-68.7% | $5,403-71.4% |