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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 | $5,438 | $228,395-97.6% | $185,861-97.1% | $158,982-96.6% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 130.02% | 40.82%+89.2pp | 35.96%+94.1pp | 302.99%-173.0pp |
| Employer contribution / active EE | $2,299 | $4,968-53.7% | $4,088-43.8% | $4,763-51.7% |
| Participant deferral / active EE | $4,597 | $6,417-28.4% | $5,634-18.4% | $5,983-23.2% |
| Admin fee / account holder | $3,416 | $11,869-71.2% | $9,503-64.1% | $11,252-69.6% |