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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 | $2,782 | $111,785-97.5% | $93,669-97.0% | $145,877-98.1% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 10.40% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,764 | $10,256-43.8% | $8,291-30.5% | $13,402-57.0% |