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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 | $13,442 | $139,948-90.4% | $121,663-89.0% | $154,746-91.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 10.07% | 230.52%-220.4pp | 147.54%-137.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $7,708 | $3,521+118.9% | $3,020+155.2% | $4,379+76.0% |
| Participant deferral / active EE | $26,016 | $5,629+362.2% | $4,887+432.3% | $6,730+286.5% |
| Admin fee / account holder | $10,551 | $17,321-39.1% | $14,289-26.2% | $14,365-26.5% |