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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 | $13,585 | $155,555-91.3% | $146,866-90.8% | $155,188-91.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 8.79% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.0pp |
| Employer contribution / active EE | $12,778 | $4,647+175.0% | $4,425+188.8% | $4,248+200.8% |
| Participant deferral / active EE | $25,319 | $8,044+214.7% | $7,759+226.3% | $6,531+287.7% |
| Admin fee / account holder | $21,759 | $14,755+47.5% | $13,620+59.8% | $14,480+50.3% |