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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 | $11,444 | $69,248-83.5% | $64,101-82.1% | $139,466-91.8% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.42% | 45.95%-26.5pp | 33.72%-14.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $39,288 | $4,682+739.1% | $3,881+912.4% | $6,712+485.4% |
| Admin fee / account holder | $3,342 | $4,247-21.3% | $3,070+8.9% | $11,409-70.7% |