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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 | $5,252 | $202,342-97.4% | $172,752-97.0% | $152,897-96.6% |
| Participation rate | 7.1% | 87.1%-79.9pp | 82.6%-75.5pp | 82.5%-75.3pp |
| Annual return | 7.99% | 1029.83%-1021.8pp | 802.97%-795.0pp | 345.43%-337.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,043 | $17,111-70.5% | $13,955-63.9% | $11,599-56.5% |