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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 | $4,455 | $93,117-95.2% | $77,096-94.2% | $134,532-96.7% |
| Participation rate | 55.0% | 74.5%-19.5pp | 67.9%-12.9pp | 81.2%-26.2pp |
| Annual return | -14.97% | 62.67%-77.6pp | 42.35%-57.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $397 | $6,948-94.3% | $5,428-92.7% | $11,429-96.5% |