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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,983 | $109,872-98.2% | $98,483-98.0% | $167,536-98.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.61% | 1959.31%-1948.7pp | 1494.38%-1483.8pp | 478.82%-468.2pp |
| Employer contribution / active EE | $673 | $3,225-79.1% | $2,961-77.3% | $4,839-86.1% |
| Participant deferral / active EE | $654 | $4,673-86.0% | $4,276-84.7% | $6,342-89.7% |
| Admin fee / account holder | $352 | $6,757-94.8% | $5,953-94.1% | $12,315-97.1% |