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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.)
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 | $48,053 | $111,878-57.0% | $93,727-48.7% | $145,897-67.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 16.98% | 204.28%-187.3pp | 133.83%-116.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $15 | $3,092-99.5% | $2,421-99.4% | $4,663-99.7% |
| Participant deferral / active EE | $46,939 | $4,920+854.0% | $4,417+962.7% | $6,689+601.7% |
| Admin fee / account holder | $117,072 | $10,256+1041.5% | $8,292+1311.9% | $13,390+774.3% |