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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 | $8,471 | $226,090-96.3% | $182,531-95.4% | $152,885-94.5% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.5%-51.7pp |
| Annual return | 15.61% | 192.57%-177.0pp | 148.57%-133.0pp | 345.39%-329.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,592 | $10,705-29.1% | $8,593-11.7% | $11,598-34.5% |