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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 | $982 | $123,412-99.2% | $69,460-98.6% | $145,978-99.3% |
| Participation rate | 35.0% | 69.2%-34.2pp | 66.4%-31.4pp | 80.3%-45.3pp |
| Annual return | 10.29% | 191.25%-181.0pp | 100.80%-90.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,295 | $2,684-51.7% | $1,714-24.4% | $4,662-72.2% |
| Participant deferral / active EE | $2,941 | $4,240-30.6% | $2,890+1.8% | $6,690-56.0% |
| Admin fee / account holder | $1,904 | $7,816-75.6% | $4,695-59.4% | $13,400-85.8% |