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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 | $65,293 | $102,609-36.4% | $98,090-33.4% | $138,895-53.0% |
| Participation rate | 63.6% | 82.8%-19.1pp | 81.5%-17.9pp | 79.9%-16.3pp |
| Annual return | 16.65% | 36.44%-19.8pp | 37.05%-20.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,893 | $8,167-27.8% | $7,845-24.9% | $6,396-7.9% |
| Admin fee / account holder | $3,942 | $11,434-65.5% | $11,815-66.6% | $12,562-68.6% |