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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 | $1,912 | $107,733-98.2% | $92,985-97.9% | $154,746-98.8% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 26.32% | 30.39%-4.1pp | 27.99%-1.7pp | 172.34%-146.0pp |
| Employer contribution / active EE | $20,525 | $3,126+556.5% | $2,662+671.0% | $4,379+368.7% |
| Participant deferral / active EE | $66,890 | $5,053+1223.8% | $4,377+1428.3% | $6,730+893.9% |
| Admin fee / account holder | $692 | $11,369-93.9% | $9,463-92.7% | $14,365-95.2% |