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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 | $6,700 | $101,672-93.4% | $147,117-95.4% | $74,478-91.0% |
| Participation rate | 34.6% | 75.5%-41.0pp | 82.2%-47.6pp | 67.2%-32.6pp |
| Annual return | 53596200.00% | 8757.83%+53587442.2pp | 420.54%+53595779.5pp | 1370.56%+53594829.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8,689 | $1,753+395.6% | $12,993-33.1% | $1,946+346.5% |