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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 | $23,375 | $180,462-87.0% | $154,111-84.8% | $135,379-82.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.77% | 888.17%-895.9pp | 735.18%-743.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $2,213 | $6,036-63.3% | $5,298-58.2% | $4,779-53.7% |
| Participant deferral / active EE | $14,325 | $5,806+146.7% | $5,081+182.0% | $5,609+155.4% |
| Admin fee / account holder | $5,047 | $16,145-68.7% | $13,411-62.4% | $10,828-53.4% |