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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 | $8,923 | $51,604-82.7% | $129,295-93.1% | $80,874-89.0% |
| Participation rate | 15.0% | 57.0%-42.0pp | 69.6%-54.6pp | 67.6%-52.6pp |
| Annual return | 8.22% | 20.76%-12.5pp | 9429.28%-9421.1pp | 35.62%-27.4pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,381 | $4,310-67.9% | $7,665-82.0% | $6,935-80.1% |