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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 | $73,190 | $106,280-31.1% | $96,538-24.2% | $139,487-47.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 21.85% | 38.48%-16.6pp | 35.74%-13.9pp | 373.84%-352.0pp |
| Employer contribution / active EE | $441 | $4,107-89.3% | $3,740-88.2% | $4,755-90.7% |
| Participant deferral / active EE | $39,139 | $5,457+617.2% | $4,880+702.0% | $6,713+483.1% |
| Admin fee / account holder | $5,869 | $7,888-25.6% | $6,737-12.9% | $11,407-48.5% |