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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 | $159,934-68.4% | $147,005-65.6% | $145,959-65.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $103,682 | $5,287+1861.0% | $4,934+2001.3% | $4,661+2124.6% |
| Participant deferral / active EE | $221,075 | $8,427+2523.3% | $8,070+2639.5% | $6,689+3205.3% |
| Admin fee / account holder | $3,082 | $15,053-79.5% | $13,006-76.3% | $13,398-77.0% |