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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 | $749 | $138,102-99.5% | $125,381-99.4% | $134,532-99.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $8,037 | $5,245+53.2% | $4,815+66.9% | $4,741+69.5% |
| Participant deferral / active EE | $9,415 | $7,801+20.7% | $7,448+26.4% | $6,401+47.1% |
| Admin fee / account holder | $778 | $11,568-93.3% | $10,007-92.2% | $11,429-93.2% |