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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 | $12,762 | $118,488-89.2% | $98,462-87.0% | $139,487-90.9% |
| Participation rate | 25.0% | 77.5%-52.5pp | 75.2%-50.2pp | 80.3%-55.3pp |
| Annual return | 17.29% | 18.96%-1.7pp | 21.17%-3.9pp | 373.84%-356.5pp |
| Employer contribution / active EE | $13,400 | $3,611+271.1% | $3,049+339.5% | $4,755+181.8% |
| Participant deferral / active EE | $16,182 | $5,393+200.1% | $4,738+241.5% | $6,713+141.1% |
| Admin fee / account holder | $717 | $13,868-94.8% | $8,875-91.9% | $11,407-93.7% |