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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 | $15 | $52,353-100.0% | $120,225-100.0% | $82,448-100.0% |
| Participation rate | 2.1% | 58.3%-56.2pp | 69.6%-67.5pp | 68.1%-66.0pp |
| Annual return | -5.57% | 61.85%-67.4pp | 439.23%-444.8pp | 41.64%-47.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,165 | $4,363+18.4% | $5,696-9.3% | $7,234-28.6% |