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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 | $139,948-93.7% | $121,663-92.8% | $154,746-94.3% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | -26.14% | 230.52%-256.7pp | 147.54%-173.7pp | 172.34%-198.5pp |
| Employer contribution / active EE | $29,318 | $3,521+732.7% | $3,020+870.8% | $4,379+569.5% |
| Participant deferral / active EE | $50,465 | $5,629+796.5% | $4,887+932.6% | $6,730+649.8% |
| Admin fee / account holder | $4,704 | $17,321-72.8% | $14,289-67.1% | $14,365-67.3% |