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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 | $506 | $76,522-99.3% | $56,033-99.1% | $145,884-99.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.9pp |
| Annual return | 4.22% | 3014.28%-3010.1pp | 1711.38%-1707.2pp | 551.85%-547.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $913 | $3,328-72.6% | $2,827-67.7% | $13,392-93.2% |