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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 | $4,823 | $85,790-94.4% | $67,313-92.8% | $135,380-96.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -0.90% | -0.54%-0.4pp | -4.08%+3.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,670 | $6,392+20.0% | $4,507+70.2% | $10,828-29.2% |