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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 | $11,781 | $150,435-92.2% | $120,580-90.2% | $145,897-91.9% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 25.19% | 154.60%-129.4pp | 107.48%-82.3pp | 552.29%-527.1pp |
| Employer contribution / active EE | $18,210 | $4,352+318.4% | $3,469+424.9% | $4,663+290.6% |
| Participant deferral / active EE | $7,041 | $6,174+14.0% | $4,995+41.0% | $6,689+5.3% |
| Admin fee / account holder | $318 | $12,182-97.4% | $9,418-96.6% | $13,390-97.6% |