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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 | $18,848 | $81,208-76.8% | $98,920-80.9% | $79,856-76.4% |
| Participation rate | 31.1% | 72.5%-41.4pp | 76.0%-44.9pp | 69.6%-38.5pp |
| Annual return | 14.46% | 60.99%-46.5pp | 196.47%-182.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $746 | $6,013-87.6% | $6,643-88.8% | $5,306-85.9% |