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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.)
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 | $6,151 | $190,916-96.8% | $160,037-96.2% | $134,545-95.4% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | 0.16% | 552.79%-552.6pp | 408.95%-408.8pp | 418.37%-418.2pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,138 | $10,497-60.6% | $8,716-52.5% | $11,431-63.8% |