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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90 | $76,785-99.9% | $56,441-99.8% | $145,959-99.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 3.54% | 3000.51%-2997.0pp | 1704.21%-1700.7pp | 561.95%-558.4pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $535 | $2,624-79.6% | $1,953-72.6% | $6,689-92.0% |
| Admin fee / account holder | $12,415 | $3,334+272.4% | $2,829+338.8% | $13,398-7.3% |