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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 exceed $250,000 - top-decile high-value plan.
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 | $3,246,343 | $176,120+1743.3% | $159,487+1935.5% | $167,553+1837.5% |
| Participation rate | 12.5% | 85.0%-72.5pp | 82.8%-70.3pp | 82.1%-69.6pp |
| Annual return | 16.45% | 331.95%-315.5pp | 263.71%-247.3pp | 478.89%-462.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $219,070 | $12,561+1644.1% | $10,804+1927.7% | $12,316+1678.7% |