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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 | $5,342 | $148,623-96.4% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 189.08% | 79.30%+109.8pp | 68.30%+120.8pp | 373.66%-184.6pp |
| Employer contribution / active EE | $3,652 | $5,246-30.4% | $4,859-24.8% | $4,754-23.2% |
| Participant deferral / active EE | $12,035 | $8,103+48.5% | $7,760+55.1% | $6,712+79.3% |
| Admin fee / account holder | $338 | $12,406-97.3% | $10,767-96.9% | $11,409-97.0% |