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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 | $6,066 | $181,062-96.6% | $158,223-96.2% | $155,188-96.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 19.41% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $6,205 | $4,565+35.9% | $4,109+51.0% | $4,248+46.1% |
| Participant deferral / active EE | $22,387 | $6,134+264.9% | $5,467+309.5% | $6,531+242.8% |
| Admin fee / account holder | $957 | $18,825-94.9% | $16,047-94.0% | $14,480-93.4% |