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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 | $2,191 | $90,691-97.6% | $76,119-97.1% | $145,884-98.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 10.77% | 624.52%-613.7pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,984 | $3,329+19.7% | $2,693+48.0% | $4,662-14.5% |
| Participant deferral / active EE | $5,958 | $5,167+15.3% | $4,259+39.9% | $6,690-10.9% |
| Admin fee / account holder | $1,986 | $8,383-76.3% | $6,421-69.1% | $13,392-85.2% |