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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 | $10,865 | $51,184-78.8% | $66,439-83.6% | $86,983-87.5% |
| Participation rate | 26.0% | 68.5%-42.5pp | 74.5%-48.5pp | 69.5%-43.5pp |
| Annual return | -1.65% | 17.07%-18.7pp | 757.66%-759.3pp | 25.83%-27.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $878 | $4,154-78.9% | $6,173-85.8% | $7,856-88.8% |