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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 | $3,755 | $92,798-96.0% | $96,707-96.1% | $137,256-97.3% |
| Participation rate | 0.0% | 81.6%-81.6pp | 80.4%-80.4pp | 80.0%-80.0pp |
| Annual return | 12.40% | 31.24%-18.8pp | 34.78%-22.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $17,113 | $4,147+312.6% | $4,191+308.3% | $4,156+311.8% |
| Participant deferral / active EE | $29,904 | $5,877+408.9% | $5,997+398.7% | $6,407+366.8% |
| Admin fee / account holder | $2,563 | $7,946-67.7% | $7,503-65.8% | $12,270-79.1% |