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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 | $160,028-68.4% | $147,080-65.6% | $145,884-65.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $103,682 | $5,286+1861.6% | $4,933+2001.7% | $4,662+2123.8% |
| Participant deferral / active EE | $221,075 | $8,422+2525.0% | $8,066+2640.7% | $6,690+3204.7% |
| Admin fee / account holder | $3,082 | $15,030-79.5% | $12,989-76.3% | $13,392-77.0% |