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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,446 | $183,539-93.2% | $155,556-92.0% | $145,897-91.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.29% | 61.31%-52.0pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $4,658 | $5,315-12.4% | $4,675-0.4% | $4,663-0.1% |
| Participant deferral / active EE | $1,499 | $6,467-76.8% | $5,631-73.4% | $6,689-77.6% |
| Admin fee / account holder | $573 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |