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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 | $6,310 | $241,850-97.4% | $102,412-93.8% | $199,960-96.8% |
| Participation rate | 1.1% | 78.3%-77.3pp | 74.5%-73.4pp | 72.0%-70.9pp |
| Annual return | 14.61% | 17.67%-3.1pp | 24.94%-10.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $0 | $4,253-100.0% | $3,870-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2,065 | $288+616.9% | $8,388-75.4% | $269+666.9% |