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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 | $10,136 | $54,763-81.5% | $90,324-88.8% | $72,976-86.1% |
| Participation rate | 61.3% | 65.2%-3.9pp | 73.3%-12.0pp | 69.5%-8.2pp |
| Annual return | 19.75% | 30.63%-10.9pp | 78.15%-58.4pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,427 | $3,973-64.1% | $5,356-73.4% | $5,124-72.1% |