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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 | $150 | $145,431-99.9% | $211,142-99.9% | $87,485-99.8% |
| Participation rate | 4.4% | 84.7%-80.3pp | 87.3%-82.8pp | 68.9%-64.5pp |
| Annual return | 0.00% | 27.21%-27.2pp | 46.84%-46.8pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,290,581 | $17,052+36791.3% | $19,076+32876.7% | $7,775+80810.2% |