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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 | $15,000 | $106,524-85.9% | $152,301-90.2% | $87,485-82.9% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.4%-14.4pp | 68.9%-0.9pp |
| Annual return | 13.93% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,003 | $8,287-39.6% | $14,398-65.3% | $7,775-35.7% |