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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 | $4,302 | $123,155-96.5% | $108,753-96.0% | $155,188-97.2% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 15.32% | 44.73%-29.4pp | 37.47%-22.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,403 | $2,811+21.0% | $2,427+40.2% | $4,248-19.9% |
| Participant deferral / active EE | $3,818 | $4,623-17.4% | $4,115-7.2% | $6,531-41.5% |
| Admin fee / account holder | $2,193 | $12,126-81.9% | $10,320-78.7% | $14,480-84.9% |