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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 | $2,627 | $97,289-97.3% | $92,805-97.2% | $155,188-98.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | -13.19% | 29.03%-42.2pp | 31.59%-44.8pp | 148.84%-162.0pp |
| Employer contribution / active EE | $2,688 | $3,632-26.0% | $3,424-21.5% | $4,248-36.7% |
| Participant deferral / active EE | $3,483 | $8,795-60.4% | $8,448-58.8% | $6,531-46.7% |
| Admin fee / account holder | $6,099 | $12,015-49.2% | $10,911-44.1% | $14,480-57.9% |