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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 | $1,184 | $90,530-98.7% | $76,030-98.4% | $145,897-99.2% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.64% | 625.08%-614.4pp | 361.54%-350.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,667 | $3,319-19.6% | $2,688-0.8% | $4,663-42.8% |
| Participant deferral / active EE | $3,721 | $5,164-28.0% | $4,257-12.6% | $6,689-44.4% |
| Admin fee / account holder | $906 | $8,383-89.2% | $6,421-85.9% | $13,390-93.2% |