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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 | $414 | $30,421-98.6% | $56,077-99.3% | $74,429-99.4% |
| Participation rate | 1.7% | 32.9%-31.2pp | 52.5%-50.8pp | 67.2%-65.6pp |
| Annual return | 4.86% | 24.94%-20.1pp | 1709.28%-1704.4pp | 1368.38%-1363.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,494 | $2,363-36.8% | $2,825-47.1% | $1,944-23.2% |