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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 | $390 | $76,522-99.5% | $56,033-99.3% | $145,884-99.7% |
| Participation rate | 4.5% | 63.2%-58.7pp | 52.5%-47.9pp | 80.3%-75.8pp |
| Annual return | 9.37% | 3014.28%-3004.9pp | 1711.38%-1702.0pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,667 | $3,328-49.9% | $2,827-41.0% | $13,392-87.6% |