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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 | $13,092 | $105,867-87.6% | $90,760-85.6% | $134,532-90.3% |
| Participation rate | 29.4% | 78.3%-48.8pp | 75.7%-46.3pp | 81.2%-51.8pp |
| Annual return | -16.22% | -10.99%-5.2pp | -12.16%-4.1pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,325 | $13,936-69.0% | $8,444-48.8% | $11,429-62.2% |