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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 | $61 | $29,736-99.8% | $56,033-99.9% | $80,935-99.9% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | -9.30% | 35.28%-44.6pp | 1711.38%-1720.7pp | 35.66%-45.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $375 | $2,434-84.6% | $2,827-86.7% | $6,924-94.6% |