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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 | $18,012 | $82,028-78.0% | $123,105-85.4% | $59,633-69.8% |
| Participation rate | 49.2% | 83.2%-34.0pp | 86.8%-37.5pp | 68.7%-19.4pp |
| Annual return | 10.90% | 5.12%+5.8pp | 13.22%-2.3pp | 2041.45%-2030.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $989 | $5,879-83.2% | $9,014-89.0% | $4,297-77.0% |