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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 | $17,389 | $78,694-77.9% | $67,652-74.3% | $125,389-86.1% |
| Participation rate | 42.9% | 78.8%-35.9pp | 75.7%-32.8pp | 83.2%-40.3pp |
| Annual return | -2.39% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,795 | $7,403-48.7% | $4,821-21.3% | $9,541-60.2% |