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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 | $1,745 | $58,099-97.0% | $76,902-97.7% | $75,177-97.7% |
| Participation rate | 5.5% | 63.9%-58.4pp | 69.6%-64.2pp | 67.2%-61.8pp |
| Annual return | 11.20% | 26.71%-15.5pp | 37.91%-26.7pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,150 | $4,778-75.9% | $5,479-79.0% | $5,651-79.7% |