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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 | $11,609 | $85,171-86.4% | $172,753-93.3% | $72,976-84.1% |
| Participation rate | 60.4% | 70.1%-9.6pp | 82.6%-22.2pp | 69.5%-9.0pp |
| Annual return | 16.65% | 27.32%-10.7pp | 803.00%-786.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $602 | $5,880-89.8% | $13,956-95.7% | $5,124-88.3% |