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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 | $6,366 | $43,075-85.2% | $74,577-91.5% | $62,881-89.9% |
| Participation rate | 63.3% | 58.1%+5.3pp | 68.1%-4.8pp | 69.3%-6.0pp |
| Annual return | 9.28% | 17.50%-8.2pp | 20.47%-11.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $481 | $2,840-83.1% | $4,138-88.4% | $4,296-88.8% |