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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 | $5,906 | $201,370-97.1% | $184,256-96.8% | $145,897-96.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.59% | 29.05%-18.5pp | 28.85%-18.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $20,145 | $7,024+186.8% | $6,427+213.4% | $4,663+332.1% |
| Participant deferral / active EE | $33,535 | $9,808+241.9% | $9,133+267.2% | $6,689+401.3% |
| Admin fee / account holder | $7,324 | $16,364-55.2% | $13,899-47.3% | $13,390-45.3% |