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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 | $556 | $111,814-99.5% | $103,378-99.5% | $145,978-99.6% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | -2.63% | 24.80%-27.4pp | 24.91%-27.5pp | 550.52%-553.1pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,470 | $9,764+27.7% | $8,401+48.4% | $13,400-6.9% |