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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.)
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 | $9,583 | $45,566-79.0% | $64,105-85.1% | $59,633-83.9% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | -1.39% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $746 | $3,268-77.2% | $4,499-83.4% | $4,297-82.6% |