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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 | $5,101 | $138,102-96.3% | $125,381-95.9% | $134,532-96.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.67% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $8,768 | $5,245+67.1% | $4,815+82.1% | $4,741+84.9% |
| Participant deferral / active EE | $19,815 | $7,801+154.0% | $7,448+166.1% | $6,401+209.6% |
| Admin fee / account holder | $5,563 | $11,568-51.9% | $10,007-44.4% | $11,429-51.3% |