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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 | $12,044 | $142,361-91.5% | $119,608-89.9% | $134,509-91.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.72% | -12.46%-12.3pp | -14.98%-9.7pp | 418.13%-442.9pp |
| Employer contribution / active EE | $11,360 | $5,224+117.5% | $4,232+168.4% | $4,741+139.6% |
| Participant deferral / active EE | $13,356 | $6,468+106.5% | $5,601+138.4% | $6,400+108.7% |
| Admin fee / account holder | $462 | $13,588-96.6% | $10,326-95.5% | $11,427-96.0% |