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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 | $7,867 | $97,881-92.0% | $80,004-90.2% | $125,389-93.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 73.0%-73.0pp | 83.2%-83.2pp |
| Annual return | 0.41% | 9.36%-9.0pp | 7.63%-7.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24,426 | $6,278+289.1% | $5,033+385.3% | $9,541+156.0% |