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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 | $111,785-57.0% | $93,669-48.7% | $145,877-67.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 16.98% | 203.79%-186.8pp | 133.59%-116.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $15 | $3,096-99.5% | $2,424-99.4% | $4,663-99.7% |
| Participant deferral / active EE | $46,939 | $4,919+854.3% | $4,416+963.0% | $6,691+601.6% |
| Admin fee / account holder | $117,072 | $10,256+1041.5% | $8,291+1312.0% | $13,402+773.5% |