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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 | $1,809 | $102,422-98.2% | $147,117-98.8% | $80,959-97.8% |
| Participation rate | 6.9% | 75.9%-69.0pp | 82.2%-75.3pp | 67.7%-60.8pp |
| Annual return | 4.80% | 135.16%-130.4pp | 420.54%-415.7pp | 35.67%-30.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $343 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |