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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 | $48,142 | $284,927-83.1% | $210,053-77.1% | $382,429-87.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.8%-18.3pp | 87.7%-25.2pp |
| Annual return | 17.60% | 281.55%-263.9pp | 232.76%-215.2pp | 248.85%-231.2pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,385 | $19,753-87.9% | $16,990-86.0% | $30,732-92.2% |