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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 | $50,547 | $159,978-68.4% | $147,041-65.6% | $145,978-65.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $103,682 | $5,288+1860.6% | $4,935+2001.0% | $4,662+2124.1% |
| Participant deferral / active EE | $221,075 | $8,429+2522.9% | $8,071+2639.2% | $6,690+3204.8% |
| Admin fee / account holder | $3,082 | $15,053-79.5% | $13,006-76.3% | $13,400-77.0% |