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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 | $5,100 | $58,848-91.3% | $88,179-94.2% | $82,637-93.8% |
| Participation rate | 40.6% | 57.9%-17.3pp | 69.1%-28.5pp | 68.1%-27.4pp |
| Annual return | 18.57% | 22.76%-4.2pp | 64.97%-46.4pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,627 | $4,795-66.1% | $7,673-78.8% | $7,339-77.8% |