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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,426 | $134,817-98.9% | $123,973-98.8% | $155,188-99.1% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | -0.42% | 515.49%-515.9pp | 388.13%-388.5pp | 148.84%-149.3pp |
| Employer contribution / active EE | $674 | $4,425-84.8% | $4,126-83.7% | $4,248-84.1% |
| Participant deferral / active EE | $1,949 | $5,706-65.8% | $5,247-62.9% | $6,531-70.2% |
| Admin fee / account holder | $1,189 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |