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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 exceed $250,000 - top-decile high-value plan.
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 | $258,923 | $199,109+30.0% | $173,730+49.0% | $154,746+67.3% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 15.15% | 20.02%-4.9pp | 19.96%-4.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $40,377 | $7,113+467.7% | $6,326+538.2% | $6,730+499.9% |
| Admin fee / account holder | $75,700 | $20,916+261.9% | $17,523+332.0% | $14,365+427.0% |