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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 | $1,084 | $152,394-99.3% | $124,067-99.1% | $155,188-99.3% |
| Participation rate | 0.0% | 68.8%-68.8pp | 66.9%-66.9pp | 80.8%-80.8pp |
| Annual return | 0.00% | 34.93%-34.9pp | 31.06%-31.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $7,330 | $2,398+205.7% | $2,166+238.5% | $4,248+72.6% |
| Participant deferral / active EE | $9,269 | $3,823+142.5% | $3,463+167.6% | $6,531+41.9% |
| Admin fee / account holder | $785 | $6,949-88.7% | $7,351-89.3% | $14,480-94.6% |