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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 | $162,136-64.8% | $152,301-62.5% | $154,746-63.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.13% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $5,218 | $4,890+6.7% | $4,624+12.8% | $4,379+19.1% |
| Participant deferral / active EE | $14,196 | $8,341+70.2% | $8,004+77.4% | $6,730+110.9% |
| Admin fee / account holder | $20,380 | $15,759+29.3% | $14,398+41.5% | $14,365+41.9% |