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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 | $4,626 | $58,311-92.1% | $81,882-94.4% | $80,959-94.3% |
| Participation rate | 4.0% | 63.5%-59.5pp | 72.4%-68.4pp | 67.7%-63.7pp |
| Annual return | 6.37% | 41.85%-35.5pp | 779.47%-773.1pp | 35.67%-29.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,022 | $4,752+342.4% | $7,360+185.6% | $6,925+203.6% |