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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 | $68,097-99.3% | $62,929-99.2% | $137,256-99.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 24.67% | 1859.11%-1834.4pp | 1063.93%-1039.3pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,982 | $2,811-29.5% | $2,505-20.9% | $4,156-52.3% |
| Participant deferral / active EE | $2,241 | $4,553-50.8% | $3,888-42.4% | $6,407-65.0% |
| Admin fee / account holder | $510 | $6,521-92.2% | $5,065-89.9% | $12,270-95.8% |