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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 | $4,046 | $107,666-96.2% | $102,184-96.0% | $154,746-97.4% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 18.54% | 29.33%-10.8pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $6,345 | $3,846+65.0% | $3,594+76.6% | $4,379+44.9% |
| Participant deferral / active EE | $16,524 | $8,719+89.5% | $8,309+98.9% | $6,730+145.5% |
| Admin fee / account holder | $6,732 | $12,943-48.0% | $11,609-42.0% | $14,365-53.1% |