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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 | $31,012 | $142,354-78.2% | $125,529-75.3% | $155,188-80.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 17.80% | 306.06%-288.3pp | 202.56%-184.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $28,182 | $5,491+413.3% | $4,813+485.6% | $6,531+331.5% |
| Admin fee / account holder | $723 | $19,392-96.3% | $16,298-95.6% | $14,480-95.0% |