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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,036 | $124,213-50.1% | $118,106-47.5% | $154,746-59.9% |
| Participation rate | 66.7% | 83.6%-16.9pp | 81.9%-15.2pp | 80.7%-14.0pp |
| Annual return | 9.76% | 18.29%-8.5pp | 19.44%-9.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,716 | $9,627-51.0% | $8,973-47.4% | $14,365-67.2% |