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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,433 | $78,027-82.8% | $178,528-92.5% | $80,925-83.4% |
| Participation rate | 17.5% | 65.7%-48.2pp | 77.1%-59.6pp | 67.7%-50.2pp |
| Annual return | 6.90% | 18.09%-11.2pp | 27.11%-20.2pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $972 | $7,168-86.4% | $10,419-90.7% | $6,940-86.0% |