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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 | $6,002 | $138,114-95.7% | $125,391-95.2% | $134,545-95.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -24.61% | 750.88%-775.5pp | 572.41%-597.0pp | 418.37%-443.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,987 | $11,570-39.6% | $10,009-30.2% | $11,431-38.9% |