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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 | $52,526 | $156,927-66.5% | $121,169-56.7% | $139,456-62.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 14.73% | 1475.85%-1461.1pp | 986.71%-972.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,441 | $4,848+32.9% | $4,083+57.8% | $6,711-4.0% |
| Admin fee / account holder | $914 | $6,946-86.8% | $5,645-83.8% | $11,407-92.0% |