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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 | $4,543 | $49,177-90.8% | $79,467-94.3% | $64,173-92.9% |
| Participation rate | 58.7% | 65.0%-6.3pp | 73.3%-14.6pp | 69.6%-10.9pp |
| Annual return | -0.69% | -1.16%+0.5pp | 718.30%-719.0pp | 7.63%-8.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $458 | $3,839-88.1% | $5,104-91.0% | $4,887-90.6% |