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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 | $3,001 | $93,064-96.8% | $74,577-96.0% | $273,972-98.9% |
| Participation rate | 36.4% | 74.9%-38.6pp | 68.1%-31.7pp | 83.0%-46.7pp |
| Annual return | 22.18% | 26.18%-4.0pp | 20.47%+1.7pp | 41.46%-19.3pp |
| Employer contribution / active EE | $12,965 | $3,160+310.3% | $2,525+413.4% | $4,869+166.3% |
| Participant deferral / active EE | $1,495 | $4,160-64.1% | $3,458-56.8% | $5,287-71.7% |
| Admin fee / account holder | $2,704 | $5,273-48.7% | $4,138-34.6% | $10,133-73.3% |