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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 | $10,253 | $217,432-95.3% | $185,851-94.5% | $167,553-93.9% |
| Participation rate | 38.9% | 86.1%-47.2pp | 81.7%-42.8pp | 82.1%-43.2pp |
| Annual return | 22.70% | 148.43%-125.7pp | 122.11%-99.4pp | 478.89%-456.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $322 | $19,820-98.4% | $16,245-98.0% | $12,316-97.4% |