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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 | $25 | $107,809-100.0% | $90,657-100.0% | $135,380-100.0% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -106.56% | -0.90%-105.7pp | 1.89%-108.4pp | 519.81%-626.4pp |
| Employer contribution / active EE | $7,582 | $3,018+151.2% | $2,532+199.5% | $4,779+58.7% |
| Participant deferral / active EE | $17,933 | $3,872+363.2% | $3,424+423.7% | $5,609+219.7% |
| Admin fee / account holder | $698 | $5,931-88.2% | $4,994-86.0% | $10,828-93.6% |