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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 | $28,575 | $117,535-75.7% | $108,235-73.6% | $222,458-87.2% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -0.61% | -1.67%+1.1pp | -1.08%+0.5pp | -2.16%+1.6pp |
| Employer contribution / active EE | $0 | $44,358-100.0% | $35,779-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $2,829 | $17,025-83.4% | $13,449-79.0% | $12,572-77.5% |