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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 | $34,890 | $135,905-74.3% | $126,068-72.3% | $198,609-82.4% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 16.31% | 14.07%+2.2pp | 15.01%+1.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,565 | $8,523-34.7% | $8,214-32.2% | $6,977-20.2% |
| Admin fee / account holder | $4,602 | $21,036-78.1% | $18,264-74.8% | $19,030-75.8% |