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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 | $2,738 | $109,967-97.5% | $97,197-97.2% | $145,877-98.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.32% | 244.27%-234.0pp | 75.47%-65.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,395 | $3,077+42.8% | $2,723+61.4% | $4,663-5.8% |
| Participant deferral / active EE | $5,940 | $4,676+27.0% | $4,263+39.3% | $6,691-11.2% |
| Admin fee / account holder | $2,774 | $6,199-55.2% | $5,637-50.8% | $13,402-79.3% |