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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 | $10,996 | $77,817-85.9% | $123,553-91.1% | $64,173-82.9% |
| Participation rate | 41.7% | 74.7%-33.0pp | 82.3%-40.6pp | 69.6%-27.9pp |
| Annual return | 6.14% | 12.49%-6.3pp | 119.21%-113.1pp | 7.63%-1.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,695 | $5,519-69.3% | $9,284-81.7% | $4,887-65.3% |