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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 | $1,097 | $149,040-99.3% | $120,225-99.1% | $137,256-99.2% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 21.62% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $853 | $4,350-80.4% | $3,475-75.5% | $4,156-79.5% |
| Participant deferral / active EE | $975 | $4,655-79.1% | $3,999-75.6% | $6,407-84.8% |
| Admin fee / account holder | $344 | $6,348-94.6% | $5,696-94.0% | $12,270-97.2% |