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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,135 | $104,251-90.3% | $91,004-88.9% | $147,586-93.1% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.6%-33.9pp | 82.8%-41.2pp |
| Annual return | 21.09% | 27.06%-6.0pp | 4.60%+16.5pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,113 | $3,116-64.3% | $2,456-54.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,391 | $4,195-66.8% | $3,548-60.8% | $5,439-74.4% |
| Admin fee / account holder | $1,204 | $8,948-86.5% | $5,417-77.8% | $10,886-88.9% |