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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 | $6,802 | $84,570-92.0% | $85,946-92.1% | $155,188-95.6% |
| Participation rate | 25.0% | 78.8%-53.8pp | 77.2%-52.2pp | 80.8%-55.8pp |
| Annual return | 9.52% | 35.96%-26.4pp | 31.33%-21.8pp | 148.84%-139.3pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,374 | $12,225-72.4% | $11,250-70.0% | $14,480-76.7% |