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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 | $36,065 | $156,398-76.9% | $147,318-75.5% | $138,895-74.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.30% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $22,694 | $4,853+367.6% | $4,593+394.1% | $4,194+441.1% |
| Participant deferral / active EE | $36,536 | $8,237+343.5% | $7,906+362.1% | $6,396+471.2% |
| Admin fee / account holder | $16,683 | $14,976+11.4% | $13,708+21.7% | $12,562+32.8% |