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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 | $3,183 | $123,750-97.4% | $69,611-95.4% | $145,877-97.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 17.38% | 192.03%-174.6pp | 101.14%-83.8pp | 551.28%-533.9pp |
| Employer contribution / active EE | $12,169 | $2,672+355.5% | $1,709+612.2% | $4,663+161.0% |
| Participant deferral / active EE | $29,120 | $4,243+586.3% | $2,891+907.4% | $6,691+335.2% |
| Admin fee / account holder | $4,218 | $7,817-46.0% | $4,696-10.2% | $13,402-68.5% |