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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 | $634 | $183,592-99.7% | $155,574-99.6% | $145,877-99.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,029 | $5,317-43.0% | $4,676-35.2% | $4,663-35.0% |
| Participant deferral / active EE | $4,959 | $6,466-23.3% | $5,629-11.9% | $6,691-25.9% |
| Admin fee / account holder | $1,105 | $19,316-94.3% | $15,914-93.1% | $13,402-91.8% |