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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 | $1,264 | $116,360-98.9% | $65,566-98.1% | $139,466-99.1% |
| Participation rate | 50.0% | 67.8%-17.8pp | 64.9%-14.9pp | 80.3%-30.3pp |
| Annual return | 31.83% | 31.23%+0.6pp | 47.40%-15.6pp | 373.66%-341.8pp |
| Employer contribution / active EE | $4,372 | $2,600+68.2% | $1,692+158.4% | $4,754-8.0% |
| Participant deferral / active EE | $9,053 | $4,242+113.4% | $2,832+219.7% | $6,712+34.9% |
| Admin fee / account holder | $400 | $6,701-94.0% | $4,114-90.3% | $11,409-96.5% |