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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 | $5,321 | $110,337-95.2% | $102,383-94.8% | $145,877-96.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 10.91% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,820 | $4,216-33.1% | $3,870-27.1% | $4,663-39.5% |
| Participant deferral / active EE | $7,994 | $5,621+42.2% | $5,060+58.0% | $6,691+19.5% |
| Admin fee / account holder | $10,588 | $9,750+8.6% | $8,391+26.2% | $13,402-21.0% |