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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 | $4,340 | $211,239-97.9% | $178,528-97.6% | $145,877-97.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.08% | 30.22%-22.1pp | 27.11%-19.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $792 | $4,570-82.7% | $3,950-80.0% | $4,663-83.0% |
| Participant deferral / active EE | $3,168 | $6,963-54.5% | $6,278-49.5% | $6,691-52.6% |
| Admin fee / account holder | $3,433 | $12,095-71.6% | $10,419-67.0% | $13,402-74.4% |