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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 | $171,492-92.5% | $150,734-91.5% | $198,609-93.5% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 10.56% | 804.70%-794.1pp | 600.81%-590.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $1,657 | $5,470-69.7% | $4,918-66.3% | $5,055-67.2% |
| Participant deferral / active EE | $2,717 | $6,259-56.6% | $5,610-51.6% | $6,977-61.1% |
| Admin fee / account holder | $8,117 | $17,628-54.0% | $14,905-45.5% | $19,030-57.3% |