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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 | $1,168 | $56,054-97.9% | $171,082-99.3% | $62,881-98.1% |
| Participation rate | 1.5% | 62.9%-61.4pp | 76.7%-75.2pp | 69.3%-67.8pp |
| Annual return | 5.83% | 22.52%-16.7pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $392 | $3,647-89.3% | $8,520-95.4% | $4,296-90.9% |