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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 | $25,431 | $110,083-76.9% | $151,645-83.2% | $68,490-62.9% |
| Participation rate | 63.4% | 84.0%-20.6pp | 87.5%-24.1pp | 67.9%-4.5pp |
| Annual return | 3.91% | -10.12%+14.0pp | 3.34%+0.6pp | -7.85%+11.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,661 | $7,718-78.5% | $11,614-85.7% | $5,403-69.3% |