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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 | $6,397 | $217,427-97.1% | $185,837-96.6% | $167,518-96.2% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 15.33% | 148.39%-133.1pp | 122.08%-106.7pp | 478.71%-463.4pp |
| Employer contribution / active EE | $3,129 | $5,874-46.7% | $5,168-39.5% | $4,838-35.3% |
| Participant deferral / active EE | $4,455 | $6,357-29.9% | $5,568-20.0% | $6,342-29.8% |
| Admin fee / account holder | $3,356 | $19,816-83.1% | $16,241-79.3% | $12,312-72.7% |