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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 | $13,245 | $176,077-92.5% | $159,455-91.7% | $167,518-92.1% |
| Participation rate | 6.3% | 84.9%-78.7pp | 82.8%-76.6pp | 82.1%-75.9pp |
| Annual return | 10.63% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,934 | $12,556-84.6% | $10,800-82.1% | $12,312-84.3% |