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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1 | $70,532-100.0% | $68,948-100.0% | $137,256-100.0% |
| Participation rate | 40.0% | 81.0%-41.0pp | 79.2%-39.2pp | 80.0%-40.0pp |
| Annual return | 0.00% | 32.56%-32.6pp | 28.39%-28.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,120 | $4,355-51.3% | $4,165-49.1% | $4,156-49.0% |
| Participant deferral / active EE | $1,771 | $6,773-73.9% | $6,186-71.4% | $6,407-72.4% |
| Admin fee / account holder | $10,891 | $7,916+37.6% | $7,539+44.5% | $12,270-11.2% |