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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 | $499 | $76,368-99.3% | $67,681-99.3% | $154,746-99.7% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 24.67% | 1066.77%-1042.1pp | 590.58%-565.9pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,982 | $3,151-37.1% | $2,678-26.0% | $4,379-54.7% |
| Participant deferral / active EE | $2,241 | $4,824-53.5% | $3,976-43.6% | $6,730-66.7% |
| Admin fee / account holder | $510 | $8,559-94.0% | $6,100-91.6% | $14,365-96.4% |