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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 | $1,833 | $89,515-98.0% | $103,486-98.2% | $80,935-97.7% |
| Participation rate | 0.0% | 76.0%-76.0pp | 80.5%-80.5pp | 67.7%-67.7pp |
| Annual return | 0.66% | 22.82%-22.2pp | 23.93%-23.3pp | 35.66%-35.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,679-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,628-100.0% | $4,299-100.0% |
| Admin fee / account holder | $56,642 | $6,527+767.8% | $9,354+505.6% | $6,924+718.0% |