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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 | $922 | $100,139-99.1% | $85,187-98.9% | $145,884-99.4% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | -9.18% | 84.15%-93.3pp | 66.67%-75.8pp | 551.85%-561.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $302 | $7,262-95.8% | $6,162-95.1% | $13,392-97.7% |