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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 | $8,912 | $64,462-86.2% | $81,482-89.1% | $80,911-89.0% |
| Participation rate | 11.8% | 63.9%-52.1pp | 69.5%-57.7pp | 67.6%-55.9pp |
| Annual return | 2.45% | 16.35%-13.9pp | 24.79%-22.3pp | 35.63%-33.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,571 | $5,678-19.5% | $5,761-20.7% | $6,935-34.1% |