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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 | $132,634-93.4% | $115,768-92.4% | $137,256-93.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | -26.14% | 160.70%-186.8pp | 100.46%-126.6pp | 220.34%-246.5pp |
| Employer contribution / active EE | $29,318 | $3,360+772.7% | $2,940+897.3% | $4,156+605.4% |
| Participant deferral / active EE | $50,465 | $5,619+798.2% | $4,917+926.4% | $6,407+687.7% |
| Admin fee / account holder | $4,704 | $15,028-68.7% | $12,439-62.2% | $12,270-61.7% |