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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 | $5,931 | $162,136-96.3% | $152,301-96.1% | $154,746-96.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.84% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $6,383 | $4,890+30.5% | $4,624+38.0% | $4,379+45.8% |
| Participant deferral / active EE | $13,930 | $8,341+67.0% | $8,004+74.0% | $6,730+107.0% |
| Admin fee / account holder | $4,648 | $15,759-70.5% | $14,398-67.7% | $14,365-67.6% |