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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 | $2,783 | $73,421-96.2% | $66,439-95.8% | $155,188-98.2% |
| Participation rate | 69.2% | 79.7%-10.5pp | 74.5%-5.3pp | 80.8%-11.6pp |
| Annual return | 18.19% | 1382.37%-1364.2pp | 757.66%-739.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $769 | $3,039-74.7% | $2,637-70.8% | $4,248-81.9% |
| Participant deferral / active EE | $2,798 | $4,680-40.2% | $3,876-27.8% | $6,531-57.2% |
| Admin fee / account holder | $400 | $8,856-95.5% | $6,173-93.5% | $14,480-97.2% |