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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 | $15,997 | $142,430-88.8% | $115,170-86.1% | $152,897-89.5% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.1pp | 82.5%-39.6pp |
| Annual return | 16.17% | 41.48%-25.3pp | 35.60%-19.4pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,039 | $8,464-75.9% | $7,089-71.2% | $11,599-82.4% |