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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,463 | $114,119-40.0% | $107,187-36.1% | $138,895-50.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 4.25% | 273.21%-269.0pp | 204.55%-200.3pp | 145.39%-141.1pp |
| Employer contribution / active EE | $612 | $4,059-84.9% | $3,782-83.8% | $4,194-85.4% |
| Participant deferral / active EE | $15,606 | $5,538+181.8% | $5,096+206.2% | $6,396+144.0% |
| Admin fee / account holder | $1,455 | $10,024-85.5% | $9,162-84.1% | $12,562-88.4% |