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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 | $2,499 | $185,312-98.7% | $161,489-98.5% | $154,746-98.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.33% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,749 | $4,769-42.4% | $4,268-35.6% | $4,379-37.2% |
| Participant deferral / active EE | $2,749 | $6,350-56.7% | $5,630-51.2% | $6,730-59.2% |
| Admin fee / account holder | $1,152 | $18,654-93.8% | $16,006-92.8% | $14,365-92.0% |