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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 | $2,283 | $65,566-96.5% | $86,235-97.4% | $75,177-97.0% |
| Participation rate | 2.9% | 60.5%-57.5pp | 69.0%-66.0pp | 67.2%-64.3pp |
| Annual return | -1.58% | 46.07%-47.7pp | 1170.03%-1171.6pp | 160.75%-162.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,882 | $5,470+62.4% | $6,856+29.6% | $5,651+57.2% |