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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 | $160,070-97.5% | $147,117-97.3% | $145,897-97.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.98% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $60,491 | $5,285+1044.7% | $4,932+1126.4% | $4,663+1197.4% |
| Participant deferral / active EE | $137,835 | $8,419+1537.1% | $8,065+1609.1% | $6,689+1960.5% |
| Admin fee / account holder | $60,626 | $15,035+303.2% | $12,993+366.6% | $13,390+352.8% |