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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.
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 | $5,425 | $142,426-96.2% | $115,167-95.3% | $152,909-96.5% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $26,900 | $4,011+570.7% | $3,179+746.1% | $4,764+464.7% |
| Participant deferral / active EE | $38,727 | $5,165+649.9% | $4,169+829.0% | $5,851+561.8% |
| Admin fee / account holder | $398 | $8,464-95.3% | $7,089-94.4% | $11,601-96.6% |