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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 | $19,449 | $185,883-89.5% | $170,043-88.6% | $139,466-86.1% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 8.61% | 60.54%-51.9pp | 53.40%-44.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $16,215 | $7,596+113.5% | $6,790+138.8% | $4,754+241.1% |
| Participant deferral / active EE | $24,376 | $11,626+109.7% | $10,410+134.2% | $6,712+263.2% |
| Admin fee / account holder | $1,523 | $15,393-90.1% | $12,824-88.1% | $11,409-86.7% |