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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 | $201,344-97.1% | $184,243-96.8% | $145,877-96.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.59% | 29.01%-18.4pp | 28.82%-18.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $20,145 | $7,022+186.9% | $6,427+213.4% | $4,663+332.0% |
| Participant deferral / active EE | $33,535 | $9,807+242.0% | $9,132+267.2% | $6,691+401.2% |
| Admin fee / account holder | $7,324 | $16,382-55.3% | $13,914-47.4% | $13,402-45.4% |