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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 | $29,728 | $202,342-85.3% | $172,752-82.8% | $152,897-80.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 15.78% | 1029.83%-1014.0pp | 802.97%-787.2pp | 345.43%-329.6pp |
| Employer contribution / active EE | $7,720 | $5,858+31.8% | $5,144+50.1% | $4,764+62.1% |
| Participant deferral / active EE | $10,785 | $5,948+81.3% | $5,198+107.5% | $5,851+84.3% |
| Admin fee / account holder | $1,323 | $17,111-92.3% | $13,955-90.5% | $11,599-88.6% |