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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 | $3,942 | $159,934-97.5% | $147,005-97.3% | $145,959-97.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.98% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $60,491 | $5,287+1044.1% | $4,934+1125.9% | $4,661+1197.9% |
| Participant deferral / active EE | $137,835 | $8,427+1535.6% | $8,070+1608.0% | $6,689+1960.8% |
| Admin fee / account holder | $60,626 | $15,053+302.7% | $13,006+366.1% | $13,398+352.5% |