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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 | $145 | $78,027-99.8% | $178,528-99.9% | $80,925-99.8% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.7%-67.7pp |
| Annual return | 22.38% | 18.09%+4.3pp | 27.11%-4.7pp | 35.65%-13.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,905 | $7,168-59.5% | $10,419-72.1% | $6,940-58.1% |