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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 | $169,560 | $160,548+5.6% | $145,218+16.8% | $233,076-27.3% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | 7.73% | -0.62%+8.4pp | -0.67%+8.4pp | -82.67%+90.4pp |
| Employer contribution / active EE | $10,765 | $37,810-71.5% | $31,731-66.1% | $43,771-75.4% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $26,066 | $36,086-27.8% | $28,383-8.2% | $11,204+132.6% |