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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 | $114,143 | $227,399-49.8% | $189,758-39.8% | $198,609-42.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 9.10% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $22,391 | $6,837+227.5% | $5,856+282.4% | $6,977+220.9% |
| Admin fee / account holder | $36,465 | $25,162+44.9% | $20,388+78.9% | $19,030+91.6% |