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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 | $196,972-97.0% | $182,262-96.7% | $198,609-97.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 12.84% | 158.27%-145.4pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $6,383 | $5,364+19.0% | $5,046+26.5% | $5,055+26.3% |
| Participant deferral / active EE | $13,930 | $8,643+61.2% | $8,276+68.3% | $6,977+99.7% |
| Admin fee / account holder | $4,648 | $18,429-74.8% | $16,712-72.2% | $19,030-75.6% |