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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 | $40,279 | $167,415-75.9% | $140,514-71.3% | $198,609-79.7% |
| Participation rate | 64.7% | 80.9%-16.2pp | 77.8%-13.1pp | 82.4%-17.7pp |
| Annual return | 10.54% | 13.85%-3.3pp | 14.36%-3.8pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,527 | $16,730-78.9% | $13,697-74.2% | $19,030-81.5% |