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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 | $142,762 | $115,225+23.9% | $100,712+41.8% | $138,895+2.8% |
| Participation rate | 41.2% | 74.3%-33.2pp | 69.3%-28.1pp | 79.9%-38.7pp |
| Annual return | 5.07% | 40.35%-35.3pp | 33.27%-28.2pp | 145.39%-140.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,169 | $10,844-24.7% | $9,256-11.7% | $12,562-35.0% |