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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 | $69,640 | $263,436-73.6% | $305,030-77.2% | $254,510-72.6% |
| Participation rate | 25.0% | 47.8%-22.8pp | 44.7%-19.7pp | 43.0%-18.0pp |
| Annual return | 13.29% | 288.76%-275.5pp | 380.66%-367.4pp | 259.14%-245.8pp |
| Employer contribution / active EE | $16,833 | $47,316-64.4% | $45,083-62.7% | $41,471-59.4% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $5,109 | $13,313-61.6% | $12,800-60.1% | $21,546-76.3% |