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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 | $14,159 | $50,947-72.2% | $74,549-81.0% | $64,173-77.9% |
| Participation rate | 22.6% | 61.1%-38.4pp | 69.1%-46.5pp | 69.6%-46.9pp |
| Annual return | -4.61% | -1.85%-2.8pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,051 | $4,221-75.1% | $5,059-79.2% | $4,887-78.5% |