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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 | $23,948 | $288,797-91.7% | $239,577-90.0% | $382,429-93.7% |
| Participation rate | 62.5% | 85.8%-23.3pp | 82.1%-19.6pp | 87.7%-25.2pp |
| Annual return | 10.36% | -3.30%+13.7pp | -0.70%+11.1pp | 248.85%-238.5pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,241 | $18,649-93.3% | $19,315-93.6% | $30,732-96.0% |