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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 | $11,936 | $65,364-81.7% | $92,909-87.2% | $72,975-83.6% |
| Participation rate | 56.9% | 68.3%-11.4pp | 76.0%-19.1pp | 69.5%-12.6pp |
| Annual return | 18.15% | 42.11%-24.0pp | 109.44%-91.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,283 | $4,251+0.7% | $5,795-26.1% | $5,124-16.4% |