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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 | $17,241 | $162,136-89.4% | $152,301-88.7% | $154,746-88.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.47% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,175 | $4,890-55.5% | $4,624-53.0% | $4,379-50.3% |
| Participant deferral / active EE | $14,692 | $8,341+76.1% | $8,004+83.6% | $6,730+118.3% |
| Admin fee / account holder | $73,230 | $15,759+364.7% | $14,398+408.6% | $14,365+409.8% |