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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 | $7,547 | $202,460-96.3% | $169,385-95.5% | $139,456-94.6% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 17.53% | 532.07%-514.5pp | 405.82%-388.3pp | 373.45%-355.9pp |
| Employer contribution / active EE | $3,064 | $4,691-34.7% | $4,012-23.6% | $4,753-35.5% |
| Participant deferral / active EE | $10,282 | $6,938+48.2% | $6,221+65.3% | $6,711+53.2% |
| Admin fee / account holder | $304 | $10,719-97.2% | $9,011-96.6% | $11,407-97.3% |