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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 | $28,330 | $71,106-60.2% | $121,871-76.8% | $69,733-59.4% |
| Participation rate | 46.1% | 62.8%-16.7pp | 73.2%-27.1pp | 62.5%-16.4pp |
| Annual return | 10.49% | 15.43%-4.9pp | 13.57%-3.1pp | 15.22%-4.7pp |
| Employer contribution / active EE | $0 | $2,556-100.0% | $2,731-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,372 | $2,128+11.5% | $11,551-79.5% | $3,102-23.5% |