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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 | $35 | $108,911-100.0% | $100,392-100.0% | $145,884-100.0% |
| Participation rate | 28.6% | 83.0%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | 7.08% | 58.23%-51.2pp | 49.45%-42.4pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,205 | $9,698-36.0% | $7,904-21.5% | $13,392-53.7% |