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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 | $22,555 | $69,977-67.8% | $108,582-79.2% | $62,881-64.1% |
| Participation rate | 16.4% | 72.9%-56.5pp | 79.6%-63.1pp | 69.3%-52.9pp |
| Annual return | -54.45% | 10.73%-65.2pp | -51.70%-2.8pp | 20.14%-74.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $491 | $5,076-90.3% | $7,645-93.6% | $4,296-88.6% |