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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 | $2,494 | $90,489-97.2% | $76,051-96.7% | $145,978-98.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 15.42% | 622.78%-607.4pp | 360.42%-345.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $4,331 | $3,319+30.5% | $2,690+61.0% | $4,662-7.1% |
| Participant deferral / active EE | $23,408 | $5,164+353.3% | $4,257+449.8% | $6,690+249.9% |
| Admin fee / account holder | $4,401 | $8,374-47.5% | $6,416-31.4% | $13,400-67.2% |