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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 | $7,346 | $97,765-92.5% | $103,486-92.9% | $145,884-95.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | -25.06% | 25.44%-50.5pp | 23.93%-49.0pp | 551.85%-576.9pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,389 | $12,505+39.1% | $9,354+85.9% | $13,392+29.8% |