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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 | $1,238 | $63,346-98.0% | $92,240-98.7% | $70,126-98.2% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 15.05% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,896 | $3,841+548.2% | $5,194+379.3% | $4,645+435.9% |