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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 | $8,475 | $160,040-94.7% | $147,096-94.2% | $145,877-94.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 6.87% | 98.49%-91.6pp | 419.75%-412.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $2,764 | $5,289-47.7% | $4,936-44.0% | $4,663-40.7% |
| Participant deferral / active EE | $7,774 | $8,429-7.8% | $8,071-3.7% | $6,691+16.2% |
| Admin fee / account holder | $20,524 | $15,050+36.4% | $13,005+57.8% | $13,402+53.1% |