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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 | $7,009 | $108,882-93.6% | $96,754-92.8% | $154,746-95.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 22.10% | 98.39%-76.3pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $6,853 | $3,018+127.1% | $2,679+155.8% | $4,379+56.5% |
| Participant deferral / active EE | $7,845 | $5,323+47.4% | $4,758+64.9% | $6,730+16.6% |
| Admin fee / account holder | $449 | $10,200-95.6% | $8,905-95.0% | $14,365-96.9% |