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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.)
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 | $36,564 | $180,459-79.7% | $154,108-76.3% | $135,380-73.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.50% | 888.21%-887.7pp | 735.21%-734.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $1,170 | $6,035-80.6% | $5,298-77.9% | $4,779-75.5% |
| Participant deferral / active EE | $8,260 | $5,806+42.3% | $5,081+62.6% | $5,609+47.3% |
| Admin fee / account holder | $1,402 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |