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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 | $31,223 | $117,895-73.5% | $102,460-69.5% | $145,897-78.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.08% | 31.92%-22.8pp | 29.47%-20.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $444 | $3,619-87.7% | $3,025-85.3% | $4,663-90.5% |
| Participant deferral / active EE | $15,337 | $5,736+167.4% | $5,056+203.3% | $6,689+129.3% |
| Admin fee / account holder | $5,410 | $13,353-59.5% | $9,460-42.8% | $13,390-59.6% |