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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 | $21,769 | $177,156-87.7% | $147,027-85.2% | $154,746-85.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 24.32% | 21.94%+2.4pp | 20.23%+4.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $12,710 | $4,336+193.1% | $3,626+250.5% | $4,379+190.2% |
| Participant deferral / active EE | $28,692 | $5,797+394.9% | $4,933+481.6% | $6,730+326.3% |
| Admin fee / account holder | $811 | $14,904-94.6% | $12,223-93.4% | $14,365-94.4% |