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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.
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 | $6,572 | $109,967-94.0% | $97,197-93.2% | $145,877-95.5% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 6.12% | 244.27%-238.2pp | 75.47%-69.4pp | 551.28%-545.2pp |
| Employer contribution / active EE | $60 | $3,077-98.1% | $2,723-97.8% | $4,663-98.7% |
| Participant deferral / active EE | $17,768 | $4,676+280.0% | $4,263+316.8% | $6,691+165.6% |
| Admin fee / account holder | $7,318 | $6,199+18.0% | $5,637+29.8% | $13,402-45.4% |