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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 | $10,842 | $174,018-93.8% | $136,833-92.1% | $198,609-94.5% |
| Participation rate | 66.7% | 65.1%+1.5pp | 59.0%+7.6pp | 82.4%-15.7pp |
| Annual return | 20.59% | 35.16%-14.6pp | 35.32%-14.7pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,839 | $1,571+17.1% | $1,319+39.5% | $5,055-63.6% |
| Participant deferral / active EE | $5,059 | $2,873+76.1% | $2,441+107.3% | $6,977-27.5% |
| Admin fee / account holder | $595 | $5,434-89.1% | $4,706-87.4% | $19,030-96.9% |