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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 | $4,203 | $100,279-95.8% | $81,353-94.8% | $145,884-97.1% |
| Participation rate | 55.6% | 74.3%-18.7pp | 69.5%-14.0pp | 80.3%-24.7pp |
| Annual return | 13.47% | 34.49%-21.0pp | 24.82%-11.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $409 | $8,206-95.0% | $5,766-92.9% | $13,392-96.9% |