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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 | $712 | $29,319-97.6% | $52,425-98.6% | $82,448-99.1% |
| Participation rate | 10.6% | 46.9%-36.2pp | 55.6%-45.0pp | 68.1%-57.4pp |
| Annual return | -3.08% | 535.20%-538.3pp | 302.12%-305.2pp | 41.64%-44.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,037 | $1,962-47.1% | $2,495-58.4% | $7,234-85.7% |