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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 | $15,152 | $41,377-63.4% | $109,313-86.1% | $62,881-75.9% |
| Participation rate | 61.8% | 57.5%+4.2pp | 71.3%-9.5pp | 69.3%-7.5pp |
| Annual return | 5.76% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,105 | $2,884-61.7% | $5,666-80.5% | $4,296-74.3% |