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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 | $4,466 | $101,950-95.6% | $125,529-96.4% | $86,983-94.9% |
| Participation rate | 30.0% | 70.2%-40.2pp | 74.7%-44.7pp | 69.5%-39.5pp |
| Annual return | 12.03% | 18.29%-6.3pp | 202.56%-190.5pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,125 | $12,791-75.6% | $16,298-80.8% | $7,856-60.2% |