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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 | $439 | $95,895-99.5% | $79,576-99.4% | $134,509-99.7% |
| Participation rate | 9.1% | 75.0%-65.9pp | 69.5%-60.4pp | 81.2%-72.1pp |
| Annual return | -18.08% | -2.72%-15.4pp | 0.15%-18.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $343,854 | $9,129+3666.6% | $6,834+4931.5% | $11,427+2909.2% |