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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,556 | $45,343+516.5% | $150,298+86.0% | $67,986+311.2% |
| Participation rate | 58.7% | 51.9%+6.8pp | 77.8%-19.1pp | 57.2%+1.4pp |
| Annual return | 11.39% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6,219 | $2,250+176.4% | $14,116-55.9% | $3,203+94.2% |