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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 | $12,456 | $196,972-93.7% | $182,262-93.2% | $198,609-93.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.25% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.5pp |
| Employer contribution / active EE | $5,142 | $5,364-4.1% | $5,046+1.9% | $5,055+1.7% |
| Participant deferral / active EE | $7,010 | $8,643-18.9% | $8,276-15.3% | $6,977+0.5% |
| Admin fee / account holder | $5,533 | $18,429-70.0% | $16,712-66.9% | $19,030-70.9% |