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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 | $11,635 | $108,942-89.3% | $100,415-88.4% | $145,897-92.0% |
| Participation rate | 59.1% | 83.0%-23.9pp | 81.5%-22.4pp | 80.3%-21.2pp |
| Annual return | 13.33% | 58.27%-44.9pp | 49.47%-36.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $540 | $9,702-94.4% | $7,906-93.2% | $13,390-96.0% |