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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 | $257 | $36,489-99.3% | $80,627-99.7% | $103,590-99.8% |
| Participation rate | 0.0% | 39.1%-39.1pp | 67.0%-67.0pp | 73.3%-73.3pp |
| Annual return | 1.55% | 64.53%-63.0pp | 936.76%-935.2pp | 33.13%-31.6pp |
| Employer contribution / active EE | $0 | $1,018-100.0% | $2,723-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $4,443-100.0% | $5,214-100.0% |
| Admin fee / account holder | $2,839 | $479+493.2% | $5,381-47.2% | $114+2387.8% |