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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 | $1,249 | $110,410-98.9% | $102,437-98.8% | $145,897-99.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 173.94% | 24.85%+149.1pp | 24.95%+149.0pp | 552.29%-378.3pp |
| Employer contribution / active EE | $3,917 | $4,217-7.1% | $3,871+1.2% | $4,663-16.0% |
| Participant deferral / active EE | $2,159 | $5,622-61.6% | $5,060-57.3% | $6,689-67.7% |
| Admin fee / account holder | $369 | $9,745-96.2% | $8,388-95.6% | $13,390-97.2% |