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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 | $675 | $110,093-99.4% | $97,295-99.3% | $145,897-99.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 6.01% | 244.76%-238.7pp | 75.62%-69.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,192 | $6,212+80.2% | $5,646+98.2% | $13,390-16.4% |