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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 | $19,143 | $332,085-94.2% | $149,723-87.2% | - |
| Participation rate | 27.3% | 60.9%-33.6pp | 78.8%-51.5pp | - |
| Annual return | 7.89% | 51.60%-43.7pp | 134.50%-126.6pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $17,078 | $47,995-64.4% | $13,215+29.2% | - |