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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 | $8,420 | $150,447-94.4% | $136,298-93.8% | $147,586-94.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 10.93% | 1049.15%-1038.2pp | 5156.27%-5145.3pp | 578.59%-567.7pp |
| Employer contribution / active EE | $4,711 | $5,256-10.4% | $4,696+0.3% | $4,876-3.4% |
| Participant deferral / active EE | $10,848 | $6,631+63.6% | $6,247+73.6% | $5,439+99.5% |
| Admin fee / account holder | $10,495 | $10,906-3.8% | $9,244+13.5% | $10,886-3.6% |