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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 | $3,682 | $160,040-97.7% | $147,096-97.5% | $145,877-97.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.01% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $5,130 | $5,289-3.0% | $4,936+3.9% | $4,663+10.0% |
| Participant deferral / active EE | $6,799 | $8,429-19.3% | $8,071-15.8% | $6,691+1.6% |
| Admin fee / account holder | $497 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |