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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 | $16,519 | $106,524-84.5% | $152,301-89.2% | $87,485-81.1% |
| Participation rate | 12.1% | 75.8%-63.6pp | 82.4%-70.3pp | 68.9%-56.8pp |
| Annual return | 16.05% | 26.89%-10.8pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,525 | $8,287-57.5% | $14,398-75.5% | $7,775-54.7% |