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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 | $7,840 | $64,324-87.8% | $118,914-93.4% | $79,856-90.2% |
| Participation rate | 55.4% | 64.9%-9.5pp | 75.4%-20.0pp | 69.6%-14.3pp |
| Annual return | 14.92% | 86.45%-71.5pp | 35.89%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $568 | $4,040-85.9% | $6,582-91.4% | $5,306-89.3% |