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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 | $6,896 | $103,008-93.3% | $90,304-92.4% | $152,897-95.5% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 15.64% | 95.22%-79.6pp | 78.13%-62.5pp | 345.43%-329.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $957 | $6,175-84.5% | $5,354-82.1% | $11,599-91.7% |