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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 | $835 | $227,291-99.6% | $214,702-99.6% | $155,188-99.5% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | -3.77% | 60.08%-63.8pp | 54.55%-58.3pp | 148.84%-152.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,501,531 | $20,413+12154.7% | $19,830+12514.8% | $14,480+17176.1% |