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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 | $2,783 | $76,368-96.4% | $67,681-95.9% | $154,746-98.2% |
| Participation rate | 69.2% | 79.0%-9.7pp | 73.7%-4.5pp | 80.7%-11.5pp |
| Annual return | 18.19% | 1066.77%-1048.6pp | 590.58%-572.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $769 | $3,151-75.6% | $2,678-71.3% | $4,379-82.4% |
| Participant deferral / active EE | $2,798 | $4,824-42.0% | $3,976-29.6% | $6,730-58.4% |
| Admin fee / account holder | $400 | $8,559-95.3% | $6,100-93.4% | $14,365-97.2% |