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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 | $8,806 | $142,354-93.8% | $125,529-93.0% | $155,188-94.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | -26.14% | 306.06%-332.2pp | 202.56%-228.7pp | 148.84%-175.0pp |
| Employer contribution / active EE | $29,318 | $3,501+737.3% | $3,058+858.9% | $4,248+590.2% |
| Participant deferral / active EE | $50,465 | $5,491+819.1% | $4,813+948.6% | $6,531+672.7% |
| Admin fee / account holder | $4,704 | $19,392-75.7% | $16,298-71.1% | $14,480-67.5% |