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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 | $11,859 | $86,919-86.4% | $102,457-88.4% | $80,911-85.3% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.6%-67.6pp |
| Annual return | 7.32% | 18.90%-11.6pp | 29.41%-22.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $321,776 | $8,049+3897.7% | $9,451+3304.5% | $6,935+4540.1% |