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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,129 | $162,812-96.2% | $133,971-95.4% | $158,966-96.1% |
| Participation rate | 46.7% | 83.2%-36.6pp | 79.8%-33.2pp | 82.0%-35.3pp |
| Annual return | 11.96% | 41.94%-30.0pp | 45.09%-33.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,205 | $5,910+38.8% | $5,047+62.6% | $5,983+37.1% |
| Admin fee / account holder | $3,300 | $11,741-71.9% | $8,929-63.0% | $11,250-70.7% |