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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 | $1,875 | $110,410-98.3% | $102,437-98.2% | $145,897-98.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 40.15% | 24.85%+15.3pp | 24.95%+15.2pp | 552.29%-512.1pp |
| Employer contribution / active EE | $12,349 | $4,217+192.8% | $3,871+219.0% | $4,663+164.9% |
| Participant deferral / active EE | $16,221 | $5,622+188.5% | $5,060+220.6% | $6,689+142.5% |
| Admin fee / account holder | $4,348 | $9,745-55.4% | $8,388-48.2% | $13,390-67.5% |