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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 | $1,311 | $172,111-99.2% | $150,298-99.1% | $137,256-99.0% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 96.14% | 69.37%+26.8pp | 62.79%+33.4pp | 220.34%-124.2pp |
| Employer contribution / active EE | $3,174 | $4,636-31.5% | $4,154-23.6% | $4,156-23.6% |
| Participant deferral / active EE | $4,085 | $6,166-33.7% | $5,453-25.1% | $6,407-36.2% |
| Admin fee / account holder | $380 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |