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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 | $12,854 | $129,737-90.1% | $119,126-89.2% | $154,746-91.7% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 10.56% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,657 | $4,375-62.1% | $4,034-58.9% | $4,379-62.2% |
| Participant deferral / active EE | $2,717 | $5,842-53.5% | $5,318-48.9% | $6,730-59.6% |
| Admin fee / account holder | $8,117 | $11,961-32.1% | $10,693-24.1% | $14,365-43.5% |