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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 | $1,765 | $57,140-96.9% | $85,240-97.9% | $80,959-97.8% |
| Participation rate | 7.1% | 56.4%-49.3pp | 67.5%-60.4pp | 67.7%-60.5pp |
| Annual return | 7.78% | 21.71%-13.9pp | 66.75%-59.0pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,790 | $4,992-64.1% | $6,165-71.0% | $6,925-74.2% |