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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 | $650 | $90,614-99.3% | $76,089-99.1% | $145,877-99.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 17.37% | 623.80%-606.4pp | 360.94%-343.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,147 | $3,324-65.5% | $2,690-57.4% | $4,663-75.4% |
| Participant deferral / active EE | $4,702 | $5,168-9.0% | $4,259+10.4% | $6,691-29.7% |
| Admin fee / account holder | $427 | $8,376-94.9% | $6,418-93.3% | $13,402-96.8% |