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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 | $31,151 | $124,314-74.9% | $109,163-71.5% | $167,518-81.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.25% | 26.04%-14.8pp | 25.75%-14.5pp | 478.71%-467.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,102 | $5,256+16.1% | $4,654+31.1% | $6,342-3.8% |
| Admin fee / account holder | $4,362 | $7,973-45.3% | $6,754-35.4% | $12,312-64.6% |