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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 | $5,908 | $154,228-96.2% | $145,433-95.9% | $137,256-95.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $18,032 | $4,804+275.3% | $4,554+295.9% | $4,156+333.9% |
| Participant deferral / active EE | $32,430 | $8,216+294.7% | $7,897+310.6% | $6,407+406.2% |
| Admin fee / account holder | $16,642 | $14,344+16.0% | $13,129+26.8% | $12,270+35.6% |