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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 | $20,361 | $148,629-86.3% | $135,982-85.0% | $139,487-85.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 15.47% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $397 | $5,247-92.4% | $4,859-91.8% | $4,755-91.6% |
| Participant deferral / active EE | $8,355 | $8,102+3.1% | $7,760+7.7% | $6,713+24.5% |
| Admin fee / account holder | $4,213 | $12,406-66.0% | $10,767-60.9% | $11,407-63.1% |