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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65 | $94,439-99.9% | $73,658-99.9% | $154,746-100.0% |
| Participation rate | 31.6% | 64.7%-33.1pp | 57.0%-25.5pp | 80.7%-49.1pp |
| Annual return | 0.00% | 28.25%-28.3pp | 29.72%-29.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,932 | $3,843-49.7% | $3,357-42.4% | $14,365-86.5% |