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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 | $4,993 | $165,584-97.0% | $142,942-96.5% | $137,256-96.4% |
| Participation rate | 57.1% | 80.1%-22.9pp | 76.8%-19.7pp | 80.0%-22.8pp |
| Annual return | 11.65% | 164.22%-152.6pp | 113.70%-102.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $649 | $16,167-96.0% | $12,475-94.8% | $12,270-94.7% |