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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 | $11,413 | $148,629-92.3% | $135,982-91.6% | $139,487-91.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.58% | 79.33%-67.7pp | 68.32%-56.7pp | 373.84%-362.3pp |
| Employer contribution / active EE | $3,347 | $5,247-36.2% | $4,859-31.1% | $4,755-29.6% |
| Participant deferral / active EE | $12,890 | $8,102+59.1% | $7,760+66.1% | $6,713+92.0% |
| Admin fee / account holder | $390 | $12,406-96.9% | $10,767-96.4% | $11,407-96.6% |