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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 | $4,201 | $133,981-96.9% | $112,249-96.3% | $134,532-96.9% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -7.39% | 47.16%-54.6pp | 27.48%-34.9pp | 418.27%-425.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,273 | $7,492-83.0% | $6,412-80.2% | $11,429-88.9% |