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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 | $600,318+18.9% | $600,318+18.9% | $340,936+109.4% |
| Participation rate | 0.0% | 51.1%-51.1pp | 42.6%-42.6pp | 31.0%-31.0pp |
| Annual return | 6.65% | 3.94%+2.7pp | 4.07%+2.6pp | 14.18%-7.5pp |
| Employer contribution / active EE | $0 | $38,558-100.0% | $37,644-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $99,973 | $54,828+82.3% | $54,828+82.3% | $17,688+465.2% |