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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 | $10,368 | $59,839-82.7% | $81,991-87.4% | $79,852-87.0% |
| Participation rate | 3.8% | 61.6%-57.8pp | 69.3%-65.4pp | 69.6%-65.8pp |
| Annual return | 8.63% | 17.56%-8.9pp | 41.31%-32.7pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,973 | $4,287+155.9% | $5,665+93.7% | $5,306+106.8% |