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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 | $3,960 | $90,530-95.6% | $76,030-94.8% | $145,897-97.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 45.46% | 625.08%-579.6pp | 361.54%-316.1pp | 552.29%-506.8pp |
| Employer contribution / active EE | $11,174 | $3,319+236.6% | $2,688+315.8% | $4,663+139.7% |
| Participant deferral / active EE | $21,055 | $5,164+307.7% | $4,257+394.6% | $6,689+214.8% |
| Admin fee / account holder | $13,700 | $8,383+63.4% | $6,421+113.4% | $13,390+2.3% |