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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 | $11,170 | $149,741-92.5% | $118,914-90.6% | $158,982-93.0% |
| Participation rate | 55.0% | 82.1%-27.1pp | 75.4%-20.4pp | 82.0%-27.0pp |
| Annual return | 11.23% | 19.94%-8.7pp | 35.89%-24.7pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,973 | $8,607-7.4% | $6,582+21.1% | $11,252-29.1% |