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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 | $14,781 | $166,268-91.1% | $165,100-91.0% | $145,897-89.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.18% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,688 | $5,284-68.1% | $4,348-61.2% | $4,663-63.8% |
| Participant deferral / active EE | $2,275 | $6,964-67.3% | $6,035-62.3% | $6,689-66.0% |
| Admin fee / account holder | $34,891 | $16,659+109.4% | $12,696+174.8% | $13,390+160.6% |