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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 | $30,385-98.6% | $56,054-99.3% | $74,400-99.4% |
| Participation rate | 1.7% | 32.9%-31.2pp | 52.5%-50.8pp | 67.2%-65.6pp |
| Annual return | 4.86% | 24.92%-20.1pp | 1705.95%-1701.1pp | 1367.51%-1362.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,174-100.0% | $1,952-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,494 | $2,361-36.7% | $2,822-47.1% | $1,944-23.1% |