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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 | $32,974 | $209,425-84.3% | $178,499-81.5% | $158,966-79.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 9.89% | 188.80%-178.9pp | 151.10%-141.2pp | 302.95%-293.1pp |
| Employer contribution / active EE | $6,430 | $5,707+12.7% | $5,011+28.3% | $4,762+35.0% |
| Participant deferral / active EE | $10,235 | $5,955+71.9% | $5,202+96.7% | $5,983+71.1% |
| Admin fee / account holder | $2,513 | $17,078-85.3% | $13,986-82.0% | $11,250-77.7% |