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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 | $6,209 | $84,414-92.6% | $165,100-96.2% | - |
| Participation rate | 36.4% | 69.4%-33.0pp | 78.6%-42.3pp | - |
| Annual return | 7.34% | 13.94%-6.6pp | 70.21%-62.9pp | - |
| Employer contribution / active EE | $0 | $2,400-100.0% | $4,348-100.0% | - |
| Participant deferral / active EE | $0 | $4,277-100.0% | $6,035-100.0% | - |
| Admin fee / account holder | $1,170 | $4,429-73.6% | $12,696-90.8% | - |