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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 | $19,254 | $76,371-74.8% | $93,621-79.4% | $72,976-73.6% |
| Participation rate | 34.0% | 71.8%-37.8pp | 75.8%-41.8pp | 69.5%-35.5pp |
| Annual return | 28.88% | 25.82%+3.1pp | 32.76%-3.9pp | 81.02%-52.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,361 | $6,839-80.1% | $7,890-82.8% | $5,124-73.4% |