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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 | $676 | $29,670-97.7% | $56,054-98.8% | $80,911-99.2% |
| Participation rate | 11.5% | 41.7%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | -4.94% | 35.24%-40.2pp | 1705.95%-1710.9pp | 35.63%-40.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,530 | $2,431-37.1% | $2,822-45.8% | $6,935-77.9% |