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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 | $688,502+265.9% | $612,566+311.3% | $461,066+446.4% |
| Participation rate | 66.7% | 93.5%-26.8pp | 89.6%-22.9pp | 87.7%-21.0pp |
| Annual return | 5.86% | 673.65%-667.8pp | 668.32%-662.5pp | 484.84%-479.0pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $13,765-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $11,956-100.0% | $10,655-100.0% | $6,032-100.0% |
| Admin fee / account holder | $162,113 | $17,670+817.4% | $19,357+737.5% | $28,147+476.0% |