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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.)
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 | $57,089 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,218 | $4,804+8.6% | $4,554+14.6% | $4,156+25.5% |
| Participant deferral / active EE | $14,196 | $8,216+72.8% | $7,897+79.8% | $6,407+121.6% |
| Admin fee / account holder | $20,380 | $14,344+42.1% | $13,129+55.2% | $12,270+66.1% |