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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 | $16,512 | $234,190-92.9% | $180,320-90.8% | $198,609-91.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 8.12% | 1057.44%-1049.3pp | 778.54%-770.4pp | 202.70%-194.6pp |
| Employer contribution / active EE | $1,139 | $5,258-78.3% | $4,108-72.3% | $5,055-77.5% |
| Participant deferral / active EE | $1,605 | $4,988-67.8% | $4,304-62.7% | $6,977-77.0% |
| Admin fee / account holder | $1,559 | $12,558-87.6% | $10,000-84.4% | $19,030-91.8% |