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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 | $317 | $108,226-99.7% | $77,513-99.6% | $158,950-99.8% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | -11.64% | 31.67%-43.3pp | 54.81%-66.5pp | 302.91%-314.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $341 | $3,710-90.8% | $2,859-88.1% | $11,248-97.0% |