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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 | $228,777 | $154,228+48.3% | $145,433+57.3% | $137,256+66.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,151 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $13,976 | $8,216+70.1% | $7,897+77.0% | $6,407+118.1% |
| Admin fee / account holder | $21,695 | $14,344+51.3% | $13,129+65.2% | $12,270+76.8% |