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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 | $2,342 | $75,541-96.9% | $152,093-98.5% | $82,637-97.2% |
| Participation rate | 6.9% | 66.5%-59.6pp | 77.8%-70.9pp | 68.1%-61.2pp |
| Annual return | 10.06% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,312 | $6,405-79.5% | $14,497-91.0% | $7,339-82.1% |