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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 | $7,650 | $183,516-95.8% | $155,534-95.1% | $145,884-94.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 14.86% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,302 | $5,315-0.2% | $4,675+13.4% | $4,662+13.7% |
| Participant deferral / active EE | $5,302 | $6,467-18.0% | $5,630-5.8% | $6,690-20.7% |
| Admin fee / account holder | $540 | $19,293-97.2% | $15,900-96.6% | $13,392-96.0% |