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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 | $162,136-96.8% | $152,301-96.6% | $154,746-96.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 13.38% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $13,359 | $4,890+173.2% | $4,624+188.9% | $4,379+205.1% |
| Participant deferral / active EE | $29,783 | $8,341+257.1% | $8,004+272.1% | $6,730+342.5% |
| Admin fee / account holder | $22,754 | $15,759+44.4% | $14,398+58.0% | $14,365+58.4% |