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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 | $711 | $116,167-99.4% | $64,489-98.9% | $137,256-99.5% |
| Participation rate | 38.1% | 68.2%-30.1pp | 67.7%-29.6pp | 80.0%-41.9pp |
| Annual return | 21.94% | 36.55%-14.6pp | 55.03%-33.1pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $695 | $6,188-88.8% | $4,260-83.7% | $12,270-94.3% |