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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 | $71,027 | $162,136-56.2% | $152,301-53.4% | $154,746-54.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.76% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,700 | $4,890+37.0% | $4,624+44.9% | $4,379+53.0% |
| Participant deferral / active EE | $17,901 | $8,341+114.6% | $8,004+123.7% | $6,730+166.0% |
| Admin fee / account holder | $18,105 | $15,759+14.9% | $14,398+25.7% | $14,365+26.0% |