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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 | $412 | $29,525-98.6% | $56,033-99.3% | $77,736-99.5% |
| Participation rate | 0.4% | 32.7%-32.3pp | 52.5%-52.1pp | 70.6%-70.2pp |
| Annual return | 11.96% | 18.90%-6.9pp | 1711.38%-1699.4pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $19,599 | $1,040+1784.6% | $2,827+593.3% | $433+4423.1% |