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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 | $9,383 | $104,520-91.0% | $76,823-87.8% | $152,885-93.9% |
| Participation rate | 55.0% | 76.6%-21.6pp | 72.1%-17.1pp | 82.5%-27.5pp |
| Annual return | 1.74% | 1014.03%-1012.3pp | 1166.42%-1164.7pp | 345.39%-343.7pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,791 | $12,283-85.4% | $6,422-72.1% | $11,598-84.6% |