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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 | $14,348 | $99,032-85.5% | $80,022-82.1% | $135,379-89.4% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -6.21% | 15.39%-21.6pp | 11.22%-17.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,335 | $3,043-23.3% | $2,468-5.4% | $4,779-51.1% |
| Participant deferral / active EE | $4,206 | $4,282-1.8% | $3,686+14.1% | $5,609-25.0% |
| Admin fee / account holder | $3,562 | $10,436-65.9% | $6,521-45.4% | $10,828-67.1% |