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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 | $8,230 | $43,338-81.0% | $59,887-86.3% | $64,173-87.2% |
| Participation rate | 61.3% | 69.2%-7.9pp | 74.7%-13.4pp | 69.6%-8.3pp |
| Annual return | 7.51% | -1.55%+9.1pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,082 | $3,007-64.0% | $3,591-69.9% | $4,887-77.9% |