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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,367 | $147,594-83.5% | $121,871-80.0% | $198,609-87.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.2%-6.5pp | 82.4%-15.7pp |
| Annual return | 12.77% | 12.94%-0.2pp | 13.57%-0.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $61,929 | $3,007+1959.6% | $2,731+2167.4% | $5,055+1125.0% |
| Participant deferral / active EE | $119,613 | $5,168+2214.3% | $4,318+2669.8% | $6,977+1614.4% |
| Admin fee / account holder | $18,466 | $15,134+22.0% | $11,551+59.9% | $19,030-3.0% |