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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 | $23,535 | $196,972-88.1% | $182,262-87.1% | $198,609-88.2% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 32.26% | 158.27%-126.0pp | 140.60%-108.3pp | 202.70%-170.4pp |
| Employer contribution / active EE | $20,005 | $5,364+273.0% | $5,046+296.5% | $5,055+295.7% |
| Participant deferral / active EE | $37,069 | $8,643+328.9% | $8,276+347.9% | $6,977+431.3% |
| Admin fee / account holder | $32,600 | $18,429+76.9% | $16,712+95.1% | $19,030+71.3% |