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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,574 | $234,190-96.8% | $180,320-95.8% | $198,609-96.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 5.03% | 1057.44%-1052.4pp | 778.54%-773.5pp | 202.70%-197.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,916 | $4,988-21.5% | $4,304-9.0% | $6,977-43.9% |
| Admin fee / account holder | $45,306 | $12,558+260.8% | $10,000+353.0% | $19,030+138.1% |