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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 | $5,731 | $166,131-96.6% | $164,975-96.5% | $145,877-96.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 7.62% | 100.37%-92.7pp | 70.12%-62.5pp | 551.28%-543.7pp |
| Employer contribution / active EE | $4,878 | $5,276-7.5% | $4,343+12.3% | $4,663+4.6% |
| Participant deferral / active EE | $11,951 | $6,962+71.7% | $6,033+98.1% | $6,691+78.6% |
| Admin fee / account holder | $102,933 | $16,648+518.3% | $12,688+711.2% | $13,402+668.0% |