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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 | $81,487-89.4% | $102,412-91.6% | $80,935-89.4% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | -0.42% | 25.60%-26.0pp | 24.94%-25.4pp | 35.66%-36.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,828,178 | $6,717+27115.9% | $8,388+21696.2% | $6,924+26302.1% |