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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 | $4,106 | $160,040-97.4% | $147,096-97.2% | $145,877-97.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.08% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,896 | $5,289+49.3% | $4,936+60.0% | $4,663+69.3% |
| Participant deferral / active EE | $8,438 | $8,429+0.1% | $8,071+4.5% | $6,691+26.1% |
| Admin fee / account holder | $2,503 | $15,050-83.4% | $13,005-80.8% | $13,402-81.3% |