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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 | $2,223 | $175,231-98.7% | $149,696-98.5% | $139,466-98.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 5.32% | 166.77%-161.5pp | 134.46%-129.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $4,511 | $5,478-17.7% | $4,821-6.4% | $4,754-5.1% |
| Participant deferral / active EE | $27,890 | $6,521+327.7% | $5,682+390.8% | $6,712+315.5% |
| Admin fee / account holder | $7,149 | $16,155-55.7% | $13,212-45.9% | $11,409-37.3% |