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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 | $2,385 | $124,213-98.1% | $118,106-98.0% | $154,746-98.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 81.9%-21.9pp | 80.7%-20.7pp |
| Annual return | 16.09% | 18.29%-2.2pp | 19.44%-3.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $426 | $9,627-95.6% | $8,973-95.3% | $14,365-97.0% |