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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 | $94,358 | $197,637-52.3% | $177,848-46.9% | $158,982-40.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.56% | 58.77%-38.2pp | 48.33%-27.8pp | 302.99%-282.4pp |
| Employer contribution / active EE | $8,523 | $6,698+27.2% | $5,919+44.0% | $4,763+79.0% |
| Participant deferral / active EE | $16,398 | $8,405+95.1% | $7,714+112.6% | $5,983+174.0% |
| Admin fee / account holder | $5,849 | $15,406-62.0% | $12,431-52.9% | $11,252-48.0% |