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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 | $4,302 | $115,225-96.3% | $100,712-95.7% | $138,895-96.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 15.32% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,403 | $2,771+22.8% | $2,313+47.1% | $4,194-18.9% |
| Participant deferral / active EE | $3,818 | $4,699-18.8% | $4,085-6.5% | $6,396-40.3% |
| Admin fee / account holder | $2,193 | $10,844-79.8% | $9,256-76.3% | $12,562-82.5% |