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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 | $18,566 | $185,883-90.0% | $170,043-89.1% | $139,466-86.7% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 17.55% | 60.54%-43.0pp | 53.40%-35.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,602 | $15,393-5.1% | $12,824+13.9% | $11,409+28.0% |