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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,213 | $126,661-99.0% | $113,397-98.9% | $138,895-99.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 9.43% | 25.05%-15.6pp | 23.20%-13.8pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,853 | $5,693-67.5% | $5,076-63.5% | $6,396-71.0% |
| Admin fee / account holder | $1,314 | $14,549-91.0% | $11,957-89.0% | $12,562-89.5% |