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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 | $135,905-97.0% | $126,068-96.8% | $198,609-98.0% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 18.54% | 14.07%+4.5pp | 15.01%+3.5pp | 202.70%-184.2pp |
| Employer contribution / active EE | $6,345 | $4,245+49.5% | $3,968+59.9% | $5,055+25.5% |
| Participant deferral / active EE | $16,524 | $8,523+93.9% | $8,214+101.2% | $6,977+136.8% |
| Admin fee / account holder | $6,732 | $21,036-68.0% | $18,264-63.1% | $19,030-64.6% |