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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 | $9,436 | $99,079-90.5% | $78,002-87.9% | $273,972-96.6% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.5%-37.4pp | 83.0%-44.9pp |
| Annual return | 0.95% | 217.93%-217.0pp | 425.99%-425.0pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,625 | $8,954-59.5% | $5,481-33.9% | $10,133-64.2% |