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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 | $154,228-80.2% | $145,433-79.0% | $137,256-77.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,400 | $4,804+74.8% | $4,554+84.4% | $4,156+102.1% |
| Participant deferral / active EE | $21,576 | $8,216+162.6% | $7,897+173.2% | $6,407+236.8% |
| Admin fee / account holder | $1,595 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |