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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,054 | $176,120-50.0% | $159,487-44.8% | $167,553-47.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 8.39% | 331.95%-323.6pp | 263.71%-255.3pp | 478.89%-470.5pp |
| Employer contribution / active EE | $843 | $5,299-84.1% | $4,831-82.5% | $4,840-82.6% |
| Participant deferral / active EE | $7,111 | $7,752-8.3% | $7,354-3.3% | $6,343+12.1% |
| Admin fee / account holder | $35,791 | $12,561+184.9% | $10,804+231.3% | $12,316+190.6% |