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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 | $6,922 | $111,814-93.8% | $103,374-93.3% | $145,959-95.3% |
| Participation rate | 17.6% | 77.9%-60.3pp | 74.5%-56.9pp | 80.3%-62.6pp |
| Annual return | 3.37% | 24.77%-21.4pp | 24.89%-21.5pp | 561.95%-558.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,779 | $9,754+215.5% | $8,394+266.7% | $13,398+129.7% |