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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 | $2,545 | $112,189-97.7% | - | $145,877-98.3% |
| Participation rate | 0.0% | 68.6%-68.6pp | - | 80.3%-80.3pp |
| Annual return | 8.39% | 21.29%-12.9pp | - | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,748-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,634-100.0% | - | $6,691-100.0% |
| Admin fee / account holder | $43,774 | $6,256+599.7% | - | $13,402+226.6% |