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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 | $15,813 | $142,409-88.9% | $119,634-86.8% | $134,545-88.2% |
| Participation rate | 19.0% | 82.8%-63.8pp | 79.3%-60.2pp | 81.2%-62.2pp |
| Annual return | -14.92% | -12.46%-2.5pp | -14.98%+0.1pp | 418.37%-433.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,632 | $13,594-80.6% | $10,329-74.5% | $11,431-77.0% |