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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.)
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 | $51,095 | $107,941-52.7% | $91,994-44.5% | $152,897-66.6% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 17.48% | 89.28%-71.8pp | 69.04%-51.6pp | 345.43%-327.9pp |
| Employer contribution / active EE | $305 | $4,212-92.8% | $3,453-91.2% | $4,764-93.6% |
| Participant deferral / active EE | $3,174 | $6,366-50.1% | $5,924-46.4% | $5,851-45.8% |
| Admin fee / account holder | $32,034 | $10,521+204.5% | $7,744+313.7% | $11,599+176.2% |