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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 | $8,711 | $112,729-92.3% | $98,716-91.2% | $137,256-93.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 14.13% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,402 | $2,725+171.6% | $2,279+224.9% | $4,156+78.1% |
| Participant deferral / active EE | $26,872 | $4,640+479.1% | $4,048+563.9% | $6,407+319.4% |
| Admin fee / account holder | $13,507 | $10,129+33.4% | $8,703+55.2% | $12,270+10.1% |