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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 | $14,345 | $147,556-90.3% | $129,031-88.9% | $198,609-92.8% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 17.35% | 37.41%-20.1pp | 34.67%-17.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,408 | $3,645-61.4% | $3,226-56.4% | $5,055-72.1% |
| Participant deferral / active EE | $14,437 | $5,760+150.7% | $5,217+176.7% | $6,977+106.9% |
| Admin fee / account holder | $4,013 | $15,467-74.1% | $13,208-69.6% | $19,030-78.9% |