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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 | $100,970-96.0% | $96,576-95.8% | $137,256-97.1% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 18.54% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,345 | $3,809+66.6% | $3,553+78.6% | $4,156+52.7% |
| Participant deferral / active EE | $16,524 | $8,286+99.4% | $7,956+107.7% | $6,407+157.9% |
| Admin fee / account holder | $6,732 | $11,312-40.5% | $11,381-40.8% | $12,270-45.1% |