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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 | $15,498 | $162,812-90.5% | $133,971-88.4% | $158,966-90.3% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 16.93% | 41.94%-25.0pp | 45.09%-28.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,364 | $5,910-26.2% | $5,047-13.5% | $5,983-27.1% |
| Admin fee / account holder | $2,110 | $11,741-82.0% | $8,929-76.4% | $11,250-81.2% |