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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,384 | $100,139-93.6% | $85,187-92.5% | $145,884-95.6% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 14.11% | 84.15%-70.0pp | 66.67%-52.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,511 | $3,238+39.3% | $2,732+65.1% | $4,662-3.2% |
| Participant deferral / active EE | $7,168 | $5,296+35.4% | $4,525+58.4% | $6,690+7.1% |
| Admin fee / account holder | $2,897 | $7,262-60.1% | $6,162-53.0% | $13,392-78.4% |