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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 | $1,071 | $160,028-99.3% | $147,080-99.3% | $145,884-99.3% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.2%-71.1pp | 80.3%-69.2pp |
| Annual return | 3.38% | 98.60%-95.2pp | 420.17%-416.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,830 | $15,030-81.2% | $12,989-78.2% | $13,392-78.9% |