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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 | $5,541 | $79,961-93.1% | $98,462-94.4% | $75,177-92.6% |
| Participation rate | 38.7% | 70.4%-31.7pp | 75.2%-36.5pp | 67.2%-28.5pp |
| Annual return | 14.65% | 19.75%-5.1pp | 21.17%-6.5pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $366 | $6,842-94.6% | $8,875-95.9% | $5,651-93.5% |