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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,475 | $104,937-98.6% | $84,628-98.3% | $152,897-99.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 3.19% | 373.88%-370.7pp | 258.80%-255.6pp | 345.43%-342.2pp |
| Employer contribution / active EE | $1,551 | $3,303-53.0% | $2,653-41.5% | $4,764-67.4% |
| Participant deferral / active EE | $20 | $4,690-99.6% | $3,900-99.5% | $5,851-99.7% |
| Admin fee / account holder | $635 | $6,243-89.8% | $4,914-87.1% | $11,599-94.5% |