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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 | $10,084 | $104,251-90.3% | $91,004-88.9% | $147,586-93.2% |
| Participation rate | 36.8% | 78.2%-41.4pp | 75.6%-38.8pp | 82.8%-46.0pp |
| Annual return | 4.84% | 27.06%-22.2pp | 4.60%+0.2pp | 578.59%-573.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,563 | $8,948-49.0% | $5,417-15.8% | $10,886-58.1% |