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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 | $156,398-77.5% | $147,318-76.1% | $138,895-74.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 14.93% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $14,820 | $4,853+205.4% | $4,593+222.7% | $4,194+253.3% |
| Participant deferral / active EE | $25,742 | $8,237+212.5% | $7,906+225.6% | $6,396+302.5% |
| Admin fee / account holder | $11,531 | $14,976-23.0% | $13,708-15.9% | $12,562-8.2% |