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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 | $8,964 | $99,668-91.0% | $86,451-89.6% | $134,545-93.3% |
| Participation rate | 16.7% | 82.1%-65.4pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -4.35% | 6789.61%-6794.0pp | 4398.51%-4402.9pp | 418.37%-422.7pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,291 | $8,377-24.9% | $6,734-6.6% | $11,431-45.0% |