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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 | $3,257 | $155,555-97.9% | $146,866-97.8% | $155,188-97.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 24.38% | 115.41%-91.0pp | 102.85%-78.5pp | 148.84%-124.5pp |
| Employer contribution / active EE | $9,758 | $4,647+110.0% | $4,425+120.5% | $4,248+129.7% |
| Participant deferral / active EE | $13,533 | $8,044+68.2% | $7,759+74.4% | $6,531+107.2% |
| Admin fee / account holder | $303 | $14,755-97.9% | $13,620-97.8% | $14,480-97.9% |