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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 | $8,336 | $162,136-94.9% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 35.76% | 91.02%-55.3pp | 80.50%-44.7pp | 172.34%-136.6pp |
| Employer contribution / active EE | $69,353 | $4,890+1318.2% | $4,624+1399.7% | $4,379+1483.7% |
| Participant deferral / active EE | $240,795 | $8,341+2786.9% | $8,004+2908.5% | $6,730+3477.8% |
| Admin fee / account holder | $780 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |