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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 | $9,863 | $84,685-88.4% | $73,836-86.6% | $125,389-92.1% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.4%-56.8pp | 83.2%-66.5pp |
| Annual return | 3.25% | 3123.80%-3120.6pp | 2268.06%-2264.8pp | 282.24%-279.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $539 | $5,694-90.5% | $4,882-89.0% | $9,541-94.4% |