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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 | $9,044 | $58,099-84.4% | $76,872-88.2% | $75,173-88.0% |
| Participation rate | 11.1% | 63.9%-52.8pp | 69.6%-58.5pp | 67.2%-56.1pp |
| Annual return | 16.42% | 26.71%-10.3pp | 37.90%-21.5pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $912 | $4,778-80.9% | $5,476-83.3% | $5,651-83.9% |