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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 | $14,354 | $127,790-88.8% | $106,555-86.5% | $167,536-91.4% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 11.49% | 33.88%-22.4pp | 26.80%-15.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,025 | $11,229+33.8% | $7,408+102.8% | $12,315+22.0% |