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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 | $4,768 | $90,614-94.7% | $76,089-93.7% | $145,877-96.7% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 9.51% | 623.80%-614.3pp | 360.94%-351.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,044 | $3,324-68.6% | $2,690-61.2% | $4,663-77.6% |
| Participant deferral / active EE | $2,581 | $5,168-50.1% | $4,259-39.4% | $6,691-61.4% |
| Admin fee / account holder | $19,087 | $8,376+127.9% | $6,418+197.4% | $13,402+42.4% |