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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 | $1,063 | $29,716-96.4% | $56,077-98.1% | $80,925-98.7% |
| Participation rate | 2.0% | 41.7%-39.7pp | 52.5%-50.5pp | 67.7%-65.7pp |
| Annual return | 0.62% | 35.30%-34.7pp | 1709.28%-1708.7pp | 35.65%-35.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $303 | $2,432-87.5% | $2,825-89.3% | $6,940-95.6% |