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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 | $848 | $67,823-98.7% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 20.54% | 219.11%-198.6pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,897 | $1,163+321.1% | $914+435.6% | $4,156+17.8% |
| Participant deferral / active EE | $5,104 | $2,288+123.1% | $1,790+185.1% | $6,407-20.3% |
| Admin fee / account holder | $640 | $2,844-77.5% | $2,495-74.4% | $12,270-94.8% |