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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 | $183,539-99.7% | $155,556-99.6% | $145,897-99.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,029 | $5,315-43.0% | $4,675-35.2% | $4,663-35.0% |
| Participant deferral / active EE | $4,959 | $6,467-23.3% | $5,631-11.9% | $6,689-25.9% |
| Admin fee / account holder | $1,105 | $19,275-94.3% | $15,885-93.0% | $13,390-91.7% |