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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.
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 | $713,992 | $444,773+60.5% | $444,773+60.5% | $328,120+117.6% |
| Participation rate | 0.0% | 50.8%-50.8pp | 42.7%-42.7pp | 34.1%-34.1pp |
| Annual return | 6.65% | 6.34%+0.3pp | 6.38%+0.3pp | 13.02%-6.4pp |
| Employer contribution / active EE | $0 | $40,783-100.0% | $39,647-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $99,973 | $37,010+170.1% | $37,010+170.1% | $39,117+155.6% |