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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 | $3,207 | $110,212-97.1% | $96,534-96.7% | $139,466-97.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | -76.48% | 26.42%-102.9pp | 25.88%-102.4pp | 373.66%-450.1pp |
| Employer contribution / active EE | $2,353 | $3,620-35.0% | $2,965-20.7% | $4,754-50.5% |
| Participant deferral / active EE | $2,897 | $5,547-47.8% | $4,851-40.3% | $6,712-56.8% |
| Admin fee / account holder | $1,660 | $11,599-85.7% | $8,253-79.9% | $11,409-85.5% |