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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 | $4,630 | $73,863-93.7% | $143,797-96.8% | $68,490-93.2% |
| Participation rate | 47.9% | 66.7%-18.7pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -17.97% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,673 | $5,756-70.9% | $14,679-88.6% | $5,403-69.0% |