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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 | $2,842 | $47,479-94.0% | $62,929-95.5% | $82,448-96.6% |
| Participation rate | 26.9% | 66.9%-39.9pp | 73.1%-46.2pp | 68.1%-41.1pp |
| Annual return | 18.57% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $455 | $3,804-88.0% | $5,065-91.0% | $7,234-93.7% |