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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 | $24,022 | $180,462-86.7% | $154,111-84.4% | $135,379-82.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.86% | 888.17%-893.0pp | 735.18%-740.0pp | 519.79%-524.7pp |
| Employer contribution / active EE | $3,048 | $6,036-49.5% | $5,298-42.5% | $4,779-36.2% |
| Participant deferral / active EE | $10,259 | $5,806+76.7% | $5,081+101.9% | $5,609+82.9% |
| Admin fee / account holder | $7,118 | $16,145-55.9% | $13,411-46.9% | $10,828-34.3% |