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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 | $162,136-91.6% | $152,301-91.1% | $154,746-91.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 8.79% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $12,778 | $4,890+161.3% | $4,624+176.3% | $4,379+191.8% |
| Participant deferral / active EE | $25,319 | $8,341+203.5% | $8,004+216.3% | $6,730+276.2% |
| Admin fee / account holder | $21,759 | $15,759+38.1% | $14,398+51.1% | $14,365+51.5% |