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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 | $1,141 | $88,710-98.7% | $81,783-98.6% | $145,959-99.2% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | -8.36% | 1027.26%-1035.6pp | 775.05%-783.4pp | 561.95%-570.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $859 | $8,407-89.8% | $7,380-88.4% | $13,398-93.6% |