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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 | $27,221 | $227,291-88.0% | $214,702-87.3% | $155,188-82.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 77.72% | 60.08%+17.6pp | 54.55%+23.2pp | 148.84%-71.1pp |
| Employer contribution / active EE | $20,213 | $6,772+198.5% | $6,461+212.9% | $4,248+375.8% |
| Participant deferral / active EE | $83,476 | $9,582+771.2% | $9,147+812.6% | $6,531+1178.1% |
| Admin fee / account holder | $31,616 | $20,413+54.9% | $19,830+59.4% | $14,480+118.3% |