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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 | $823 | $76,785-98.9% | $56,441-98.5% | $145,959-99.4% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 0.28% | 3000.51%-3000.2pp | 1704.21%-1703.9pp | 561.95%-561.7pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,355 | $3,334+300.6% | $2,829+372.0% | $13,398-0.3% |