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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 | $9,734 | $149,741-93.5% | $118,914-91.8% | $158,982-93.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 15.64% | 19.94%-4.3pp | 35.89%-20.2pp | 302.99%-287.3pp |
| Employer contribution / active EE | $22,745 | $4,119+452.2% | $3,264+596.8% | $4,763+377.5% |
| Participant deferral / active EE | $23,576 | $5,226+351.2% | $4,266+452.7% | $5,983+294.0% |
| Admin fee / account holder | $393 | $8,607-95.4% | $6,582-94.0% | $11,252-96.5% |