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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 | $8,607 | $81,457-89.4% | $103,378-91.7% | $80,911-89.4% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | -0.42% | 25.58%-26.0pp | 24.91%-25.3pp | 35.63%-36.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,828,178 | $6,717+27118.6% | $8,401+21661.8% | $6,935+26263.0% |