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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 | $2,045 | $201,372-99.0% | $184,260-98.9% | $145,884-98.6% |
| Participation rate | 18.2% | 87.5%-69.3pp | 86.8%-68.6pp | 80.3%-62.1pp |
| Annual return | 2.50% | 29.04%-26.5pp | 28.84%-26.3pp | 551.85%-549.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,206 | $16,362-56.0% | $13,898-48.2% | $13,392-46.2% |