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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,105 | $183,516-92.3% | $155,534-90.9% | $145,884-90.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.22% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $24,781 | $5,315+366.3% | $4,675+430.1% | $4,662+431.5% |
| Participant deferral / active EE | $7,848 | $6,467+21.4% | $5,630+39.4% | $6,690+17.3% |
| Admin fee / account holder | $84,426 | $19,293+337.6% | $15,900+431.0% | $13,392+530.4% |