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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 | $1,500 | $110,629-98.6% | $80,784-98.1% | $167,553-99.1% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | -0.38% | 120.58%-121.0pp | 87.31%-87.7pp | 478.89%-479.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $440 | $4,547-90.3% | $3,380-87.0% | $12,316-96.4% |