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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 | $4,317 | $53,128-91.9% | $86,582-95.0% | $70,126-93.8% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 65.56% | 27.66%+37.9pp | 965.08%-899.5pp | 73.15%-7.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $810 | $3,584-77.4% | $4,904-83.5% | $4,645-82.6% |