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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 | $8,040 | $160,040-95.0% | $147,096-94.5% | $145,877-94.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.74% | 98.49%-77.8pp | 419.75%-399.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $2,624 | $5,289-50.4% | $4,936-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $13,067 | $8,429+55.0% | $8,071+61.9% | $6,691+95.3% |
| Admin fee / account holder | $3,486 | $15,050-76.8% | $13,005-73.2% | $13,402-74.0% |