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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 | $1,302 | $81,668-98.4% | $58,507-97.8% | $139,487-99.1% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 10.99% | 7430.07%-7419.1pp | 4252.32%-4241.3pp | 373.84%-362.9pp |
| Employer contribution / active EE | $1,131 | $1,398-19.1% | $1,053+7.4% | $4,755-76.2% |
| Participant deferral / active EE | $1,366 | $2,554-46.5% | $1,922-28.9% | $6,713-79.7% |
| Admin fee / account holder | $845 | $3,212-73.7% | $2,486-66.0% | $11,407-92.6% |