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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 | $2,687 | $90,691-97.0% | $76,119-96.5% | $145,884-98.2% |
| Participation rate | 36.8% | 74.5%-37.6pp | 69.1%-32.2pp | 80.3%-43.5pp |
| Annual return | 5.41% | 624.52%-619.1pp | 361.25%-355.8pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $963 | $8,383-88.5% | $6,421-85.0% | $13,392-92.8% |