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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,958 | $125,237+12.6% | $105,608+33.5% | $145,877-3.4% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.81% | 225.76%-212.0pp | 116.50%-102.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $540 | $3,720-85.5% | $3,167-82.9% | $4,663-88.4% |
| Participant deferral / active EE | $4,276 | $5,711-25.1% | $5,010-14.6% | $6,691-36.1% |
| Admin fee / account holder | $1,720 | $17,287-90.1% | $11,028-84.4% | $13,402-87.2% |