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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 | $5,942 | $89,259-93.3% | $107,187-94.5% | $82,637-92.8% |
| Participation rate | 35.0% | 67.9%-32.9pp | 75.0%-40.0pp | 68.1%-33.1pp |
| Annual return | 11.14% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,553 | $7,381-79.0% | $9,162-83.1% | $7,339-78.8% |