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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 | $30,583 | $162,136-81.1% | $152,301-79.9% | $154,746-80.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.27% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $8,400 | $4,890+71.8% | $4,624+81.6% | $4,379+91.8% |
| Participant deferral / active EE | $21,576 | $8,341+158.7% | $8,004+169.6% | $6,730+220.6% |
| Admin fee / account holder | $1,595 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |