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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 | $35,139 | $154,228-77.2% | $145,433-75.8% | $137,256-74.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $14,820 | $4,804+208.5% | $4,554+225.4% | $4,156+256.6% |
| Participant deferral / active EE | $25,742 | $8,216+213.3% | $7,897+226.0% | $6,407+301.8% |
| Admin fee / account holder | $11,531 | $14,344-19.6% | $13,129-12.2% | $12,270-6.0% |