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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 | $156,398-96.2% | $147,318-96.0% | $138,895-95.7% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 14.43% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $18,032 | $4,853+271.5% | $4,593+292.6% | $4,194+329.9% |
| Participant deferral / active EE | $32,430 | $8,237+293.7% | $7,906+310.2% | $6,396+407.0% |
| Admin fee / account holder | $16,642 | $14,976+11.1% | $13,708+21.4% | $12,562+32.5% |