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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 | $814 | $53,204-98.5% | $155,556-99.5% | $200,096-99.6% |
| Participation rate | 0.0% | 64.1%-64.1pp | 78.2%-78.2pp | 72.0%-72.0pp |
| Annual return | -62.23% | 41.02%-103.3pp | 64.84%-127.1pp | 34.26%-96.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $2,502 | $186+1246.6% | $15,885-84.3% | $269+828.9% |