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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 | $8,441 | $160,070-94.7% | $147,117-94.3% | $145,897-94.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.86% | 98.69%-92.8pp | 420.54%-414.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $4,323 | $5,285-18.2% | $4,932-12.4% | $4,663-7.3% |
| Participant deferral / active EE | $10,500 | $8,419+24.7% | $8,065+30.2% | $6,689+57.0% |
| Admin fee / account holder | $66,558 | $15,035+342.7% | $12,993+412.3% | $13,390+397.1% |