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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 | $5,954 | $90,448-93.4% | $93,786-93.7% | $134,545-95.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -11.11% | -15.71%+4.6pp | -11.32%+0.2pp | 418.37%-429.5pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,975 | $9,232-35.3% | $7,184-16.8% | $11,431-47.7% |