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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 | $8,239 | $42,917-80.8% | $60,899-86.5% | $68,495-88.0% |
| Participation rate | 3.0% | 66.8%-63.7pp | 73.1%-70.1pp | 67.9%-64.9pp |
| Annual return | -15.98% | -13.99%-2.0pp | 16.92%-32.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,867 | $3,102-39.8% | $3,225-42.1% | $5,403-65.4% |