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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 | $519 | $76,608-99.3% | $56,077-99.1% | $145,877-99.6% |
| Participation rate | 4.2% | 63.2%-59.1pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 12.70% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,625 | $3,325+69.2% | $2,825+99.1% | $13,402-58.0% |