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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 | $1,292 | $88,710-98.5% | $81,783-98.4% | $145,959-99.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 3.75% | 1027.26%-1023.5pp | 775.05%-771.3pp | 561.95%-558.2pp |
| Employer contribution / active EE | $760 | $3,083-75.4% | $2,913-73.9% | $4,661-83.7% |
| Participant deferral / active EE | $1,385 | $4,645-70.2% | $4,320-67.9% | $6,689-79.3% |
| Admin fee / account holder | $751 | $8,407-91.1% | $7,380-89.8% | $13,398-94.4% |