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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 | $952 | $133,981-99.3% | $112,249-99.2% | $134,532-99.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -17.32% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $10,158 | $4,040+151.4% | $3,636+179.4% | $4,741+114.3% |
| Participant deferral / active EE | $4,908 | $5,292-7.3% | $4,729+3.8% | $6,401-23.3% |
| Admin fee / account holder | $369 | $7,492-95.1% | $6,412-94.2% | $11,429-96.8% |