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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 | $23,434 | $223,823-89.5% | $211,142-88.9% | $154,746-84.9% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 20.49% | 50.39%-29.9pp | 46.84%-26.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,955 | $6,787-12.3% | $6,442-7.6% | $4,379+36.0% |
| Participant deferral / active EE | $14,427 | $9,750+48.0% | $9,284+55.4% | $6,730+114.4% |
| Admin fee / account holder | $4,258 | $19,707-78.4% | $19,076-77.7% | $14,365-70.4% |