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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 | $12,225 | $85,171-85.6% | $172,753-92.9% | $72,976-83.2% |
| Participation rate | 19.7% | 70.1%-50.4pp | 82.6%-62.9pp | 69.5%-49.8pp |
| Annual return | 19.50% | 27.32%-7.8pp | 803.00%-783.5pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,252 | $5,880-78.7% | $13,956-91.0% | $5,124-75.6% |