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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 | $62 | $70,121-99.9% | $63,803-99.9% | $138,895-100.0% |
| Participation rate | 7.7% | 77.2%-69.5pp | 72.7%-65.0pp | 79.9%-72.2pp |
| Annual return | -6.86% | 946.48%-953.3pp | 543.72%-550.6pp | 145.39%-152.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $600 | $6,738-91.1% | $5,196-88.5% | $12,562-95.2% |