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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 | $220,662 | $183,516+20.2% | $155,534+41.9% | $145,884+51.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.62% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $63,550 | $5,315+1095.8% | $4,675+1259.4% | $4,662+1263.1% |
| Participant deferral / active EE | $65,122 | $6,467+907.1% | $5,630+1056.6% | $6,690+873.5% |
| Admin fee / account holder | $15,403 | $19,293-20.2% | $15,900-3.1% | $13,392+15.0% |