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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 | $5,940 | $106,280-94.4% | $96,538-93.8% | $139,487-95.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.38% | 38.48%-21.1pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,113 | $4,107-72.9% | $3,740-70.2% | $4,755-76.6% |
| Participant deferral / active EE | $4,309 | $5,457-21.0% | $4,880-11.7% | $6,713-35.8% |
| Admin fee / account holder | $3,469 | $7,888-56.0% | $6,737-48.5% | $11,407-69.6% |