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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 | $5,139 | $196,972-97.4% | $182,262-97.2% | $198,609-97.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 9.51% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $10,457 | $5,364+95.0% | $5,046+107.2% | $5,055+106.8% |
| Participant deferral / active EE | $7,408 | $8,643-14.3% | $8,276-10.5% | $6,977+6.2% |
| Admin fee / account holder | $56,388 | $18,429+206.0% | $16,712+237.4% | $19,030+196.3% |