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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 | $26 | $108,685-100.0% | $74,719-100.0% | $152,885-100.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 158.56% | 114.09%+44.5pp | 753.05%-594.5pp | 345.39%-186.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $264,115 | $4,905+5284.1% | $3,334+7821.0% | $11,598+2177.2% |