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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 | $86 | $39,798-99.8% | $67,704-99.9% | $59,633-99.9% |
| Participation rate | 0.0% | 57.4%-57.4pp | 67.5%-67.5pp | 68.7%-68.7pp |
| Annual return | -2.17% | 89.94%-92.1pp | 25.41%-27.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,218 | $3,212+342.7% | $4,255+234.1% | $4,297+230.9% |