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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 | $11,395 | $86,940-86.9% | $102,434-88.9% | $80,935-85.9% |
| Participation rate | 47.1% | 72.4%-25.3pp | 76.5%-29.4pp | 67.7%-20.6pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,050 | $8,047-87.0% | $9,462-88.9% | $6,924-84.8% |