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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 | $988 | $110,248-99.1% | $95,728-99.0% | $139,456-99.3% |
| Participation rate | 37.5% | 75.7%-38.2pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | -20.12% | 27.16%-47.3pp | 28.40%-48.5pp | 373.45%-393.6pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,504 | $6,607-62.1% | $5,673-55.9% | $11,407-78.0% |