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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 | $12,250 | $104,098-88.2% | $140,514-91.3% | $94,015-87.0% |
| Participation rate | 7.8% | 73.7%-65.9pp | 77.8%-70.0pp | 70.8%-63.0pp |
| Annual return | 12.71% | 15.14%-2.4pp | 14.36%-1.6pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,609 | $10,439-84.6% | $13,697-88.3% | $8,951-82.0% |