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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 | $77 | $88,702-99.9% | $81,780-99.9% | $145,978-99.9% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 2.88% | 1029.12%-1026.2pp | 776.27%-773.4pp | 550.52%-547.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $67,068 | $8,414+697.1% | $7,384+808.3% | $13,400+400.5% |