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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.)
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 | $44,199 | $117,904-62.5% | $102,457-56.9% | $145,978-69.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.63% | 31.80%-18.2pp | 29.41%-15.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2 | $3,613-99.9% | $3,022-99.9% | $4,662-100.0% |
| Participant deferral / active EE | $245,350 | $5,733+4179.3% | $5,054+4754.3% | $6,690+3567.6% |
| Admin fee / account holder | $380,345 | $13,329+2753.4% | $9,451+3924.2% | $13,400+2738.3% |