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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 | $185,312-96.7% | $161,489-96.2% | $154,746-96.1% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 19.41% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $6,205 | $4,769+30.1% | $4,268+45.4% | $4,379+41.7% |
| Participant deferral / active EE | $22,387 | $6,350+252.6% | $5,630+297.6% | $6,730+232.6% |
| Admin fee / account holder | $957 | $18,654-94.9% | $16,006-94.0% | $14,365-93.3% |