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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 | $23,753 | $95,404-75.1% | $113,397-79.1% | $82,637-71.3% |
| Participation rate | 34.0% | 72.8%-38.9pp | 76.5%-42.5pp | 68.1%-34.1pp |
| Annual return | 19.17% | 19.08%+0.1pp | 23.20%-4.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,764 | $9,168-80.8% | $11,957-85.2% | $7,339-76.0% |