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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 | $5,115 | $96,388-94.7% | $80,627-93.7% | $139,466-96.3% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 8.75% | 1352.08%-1343.3pp | 936.76%-928.0pp | 373.66%-364.9pp |
| Employer contribution / active EE | $3,820 | $3,260+17.2% | $2,723+40.3% | $4,754-19.6% |
| Participant deferral / active EE | $7,422 | $5,224+42.1% | $4,443+67.1% | $6,712+10.6% |
| Admin fee / account holder | $16,064 | $6,603+143.3% | $5,381+198.6% | $11,409+40.8% |