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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 | $562 | $81,749-99.3% | $58,544-99.0% | $139,456-99.6% |
| Participation rate | 8.7% | 61.3%-52.6pp | 50.9%-42.2pp | 80.3%-71.6pp |
| Annual return | 11.30% | 7425.45%-7414.1pp | 4249.56%-4238.3pp | 373.45%-362.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,027 | $3,272-68.6% | $2,520-59.2% | $11,407-91.0% |