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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 | $770 | $109,967-99.3% | $97,197-99.2% | $145,877-99.5% |
| Participation rate | 21.1% | 76.0%-54.9pp | 72.7%-51.6pp | 80.3%-59.2pp |
| Annual return | -0.24% | 244.27%-244.5pp | 75.47%-75.7pp | 551.28%-551.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,074 | $6,199-66.5% | $5,637-63.2% | $13,402-84.5% |