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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 | $5,247 | $63,082-91.7% | $81,716-93.6% | $79,852-93.4% |
| Participation rate | 6.6% | 67.5%-61.0pp | 72.0%-65.4pp | 69.6%-63.1pp |
| Annual return | 9.97% | 22.66%-12.7pp | 29.49%-19.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,164 | $4,428-73.7% | $5,159-77.4% | $5,306-78.1% |