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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 | $391 | $27,243-98.6% | $52,425-99.3% | $79,634-99.5% |
| Participation rate | 0.4% | 22.4%-22.1pp | 55.6%-55.3pp | 62.5%-62.1pp |
| Annual return | -4.92% | 63.36%-68.3pp | 302.12%-307.0pp | 36.46%-41.4pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $636-100.0% | $1,790-100.0% | $3,835-100.0% |
| Admin fee / account holder | $11,574 | $2,105+449.9% | $2,495+363.9% | $1,002+1055.2% |