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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 | $30,423-98.6% | $56,025-99.3% | $74,478-99.4% |
| Participation rate | 1.7% | 32.9%-31.2pp | 52.5%-50.9pp | 67.2%-65.6pp |
| Annual return | 4.86% | 24.97%-20.1pp | 1712.69%-1707.8pp | 1370.56%-1365.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,494 | $2,363-36.8% | $2,828-47.2% | $1,946-23.2% |