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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 | $11,667 | $71,215-83.6% | $93,696-87.5% | $80,935-85.6% |
| Participation rate | 29.0% | 60.4%-31.4pp | 68.7%-39.7pp | 67.7%-38.6pp |
| Annual return | 9.93% | 11.27%-1.3pp | 133.74%-123.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,012 | $6,958-28.0% | $8,287-39.5% | $6,924-27.6% |