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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 | $14,084 | $58,714-76.0% | $142,874-90.1% | $85,856-83.6% |
| Participation rate | 66.7% | 58.5%+8.2pp | 72.0%-5.3pp | 69.3%-2.7pp |
| Annual return | 12.50% | 27.73%-15.2pp | 5638.58%-5626.1pp | 318.58%-306.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,608-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $315 | $4,241-92.6% | $6,561-95.2% | $6,261-95.0% |