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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 | $2,517 | $165,584-98.5% | $142,942-98.2% | $137,256-98.2% |
| Participation rate | 20.0% | 80.1%-60.1pp | 76.8%-56.8pp | 80.0%-60.0pp |
| Annual return | 0.55% | 164.22%-163.7pp | 113.70%-113.2pp | 220.34%-219.8pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,354 | $16,167-42.1% | $12,475-25.0% | $12,270-23.8% |