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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,139 | $162,136-96.8% | $152,301-96.6% | $154,746-96.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 9.51% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $10,457 | $4,890+113.8% | $4,624+126.1% | $4,379+138.8% |
| Participant deferral / active EE | $7,408 | $8,341-11.2% | $8,004-7.4% | $6,730+10.1% |
| Admin fee / account holder | $56,388 | $15,759+257.8% | $14,398+291.6% | $14,365+292.5% |