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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 | $201,481 | $201,372+0.1% | $184,260+9.3% | $145,884+38.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.73% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $85,187 | $7,024+1112.9% | $6,427+1225.4% | $4,662+1727.1% |
| Participant deferral / active EE | $146,006 | $9,808+1388.7% | $9,133+1498.7% | $6,690+2082.6% |
| Admin fee / account holder | $65,071 | $16,362+297.7% | $13,898+368.2% | $13,392+385.9% |