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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 | $2,290 | $109,908-97.9% | $97,161-97.6% | $145,978-98.4% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 5.74% | 243.80%-238.1pp | 75.36%-69.6pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,260 | $3,077-59.1% | $2,723-53.7% | $4,662-73.0% |
| Participant deferral / active EE | $3,198 | $4,679-31.6% | $4,265-25.0% | $6,690-52.2% |
| Admin fee / account holder | $2,903 | $6,213-53.3% | $5,647-48.6% | $13,400-78.3% |