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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,519,454 | $444,907+466.3% | $304,612+727.1% | $382,429+558.8% |
| Participation rate | 66.7% | 89.6%-22.9pp | 81.9%-15.3pp | 87.7%-21.1pp |
| Annual return | 5.86% | 345.83%-340.0pp | 329.91%-324.0pp | 248.85%-243.0pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $162,113 | $16,329+892.8% | $12,962+1150.7% | $30,732+427.5% |