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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 | $3,414 | $78,013-95.6% | $178,449-98.1% | $80,911-95.8% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 9.76% | 18.07%-8.3pp | 27.09%-17.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,277-100.0% | $4,297-100.0% |
| Admin fee / account holder | $52,577 | $7,166+633.7% | $10,362+407.4% | $6,935+658.2% |