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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 | $11,189 | $107,666-89.6% | $102,184-89.1% | $154,746-92.8% |
| Participation rate | 28.6% | 83.7%-55.1pp | 82.6%-54.0pp | 80.7%-52.1pp |
| Annual return | 13.86% | 29.33%-15.5pp | 31.58%-17.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $351,083 | $12,943+2612.5% | $11,609+2924.3% | $14,365+2344.0% |