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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 | $115 | $115,866-99.9% | $65,328-99.8% | $139,456-99.9% |
| Participation rate | 5.6% | 67.8%-62.2pp | 64.9%-59.4pp | 80.3%-74.8pp |
| Annual return | -7.20% | 31.21%-38.4pp | 47.39%-54.6pp | 373.45%-380.7pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $743 | $6,705-88.9% | $4,116-81.9% | $11,407-93.5% |