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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 | $7,510 | $213,785-96.5% | $185,441-96.0% | $155,188-95.2% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 22.27% | 19.97%+2.3pp | 20.16%+2.1pp | 148.84%-126.6pp |
| Employer contribution / active EE | $19,916 | $5,393+269.3% | $4,672+326.3% | $4,248+368.9% |
| Participant deferral / active EE | $33,145 | $6,864+382.9% | $6,152+438.8% | $6,531+407.5% |
| Admin fee / account holder | $12,460 | $21,134-41.0% | $17,890-30.4% | $14,480-14.0% |