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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 | $2,457 | $180,749-98.6% | $160,784-98.5% | $137,256-98.2% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 12.05% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,561 | $10,397-85.0% | $9,717-83.9% | $12,270-87.3% |