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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 | $132,099-93.3% | $115,599-92.4% | $138,895-93.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | -26.14% | 176.76%-202.9pp | 111.10%-137.2pp | 145.39%-171.5pp |
| Employer contribution / active EE | $29,318 | $3,416+758.2% | $2,955+892.0% | $4,194+599.0% |
| Participant deferral / active EE | $50,465 | $5,617+798.4% | $4,889+932.1% | $6,396+689.0% |
| Admin fee / account holder | $4,704 | $15,650-69.9% | $12,841-63.4% | $12,562-62.6% |