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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 | $7,960 | $91,198-91.3% | $178,503-95.5% | $79,856-90.0% |
| Participation rate | 4.2% | 69.2%-65.0pp | 81.9%-77.8pp | 69.6%-65.5pp |
| Annual return | 19.54% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,714 | $6,748-59.8% | $13,987-80.6% | $5,306-48.8% |