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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 | $9,390 | $183,516-94.9% | $155,534-94.0% | $145,884-93.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | -37.97% | 61.43%-99.4pp | 64.92%-102.9pp | 551.85%-589.8pp |
| Employer contribution / active EE | $4,972 | $5,315-6.4% | $4,675+6.4% | $4,662+6.7% |
| Participant deferral / active EE | $30,783 | $6,467+376.0% | $5,630+446.7% | $6,690+360.2% |
| Admin fee / account holder | $1,711 | $19,293-91.1% | $15,900-89.2% | $13,392-87.2% |