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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 | $3,948 | $51,638-92.4% | $129,406-96.9% | $80,959-95.1% |
| Participation rate | 22.0% | 56.9%-35.0pp | 69.6%-47.7pp | 67.7%-45.7pp |
| Annual return | 8.43% | 20.78%-12.4pp | 9468.18%-9459.8pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $951 | $4,313-78.0% | $7,689-87.6% | $6,925-86.3% |