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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 | $162,136+41.1% | $152,301+50.2% | $154,746+47.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.79% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,151 | $4,890-76.5% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $13,976 | $8,341+67.6% | $8,004+74.6% | $6,730+107.7% |
| Admin fee / account holder | $21,695 | $15,759+37.7% | $14,398+50.7% | $14,365+51.0% |