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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 | $13,871 | $60,349-77.0% | $74,184-81.3% | $62,881-77.9% |
| Participation rate | 15.6% | 72.7%-57.1pp | 76.6%-61.0pp | 69.3%-53.7pp |
| Annual return | 7.95% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,678 | $4,261-13.7% | $5,586-34.1% | $4,296-14.4% |