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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 | $12,518 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.62% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $24,431 | $4,804+408.6% | $4,554+436.4% | $4,156+487.8% |
| Participant deferral / active EE | $52,924 | $8,216+544.1% | $7,897+570.1% | $6,407+726.1% |
| Admin fee / account holder | $7,636 | $14,344-46.8% | $13,129-41.8% | $12,270-37.8% |