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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 | $12,232 | $89,652-86.4% | $141,191-91.3% | $65,185-81.2% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.5%-82.5pp | 70.2%-70.2pp |
| Annual return | 16.00% | 32.79%-16.8pp | 71.41%-55.4pp | 29.38%-13.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3,947 | $569+594.3% | $10,264-61.5% | $847+365.9% |