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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 | $5,227 | $154,228-96.6% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 13.38% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $13,359 | $4,804+178.1% | $4,554+193.3% | $4,156+221.4% |
| Participant deferral / active EE | $29,783 | $8,216+262.5% | $7,897+277.1% | $6,407+364.9% |
| Admin fee / account holder | $22,754 | $14,344+58.6% | $13,129+73.3% | $12,270+85.4% |