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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 | $2,124 | $100,938-97.9% | $90,461-97.7% | $158,982-98.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 20.92% | 1727.20%-1706.3pp | 1294.76%-1273.8pp | 302.99%-282.1pp |
| Employer contribution / active EE | $1,803 | $3,691-51.2% | $3,264-44.8% | $4,763-62.1% |
| Participant deferral / active EE | $2,082 | $4,350-52.1% | $3,964-47.5% | $5,983-65.2% |
| Admin fee / account holder | $1,245 | $6,510-80.9% | $5,617-77.8% | $11,252-88.9% |