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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 | $12,456 | $162,136-92.3% | $152,301-91.8% | $154,746-92.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.25% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,142 | $4,890+5.1% | $4,624+11.2% | $4,379+17.4% |
| Participant deferral / active EE | $7,010 | $8,341-16.0% | $8,004-12.4% | $6,730+4.2% |
| Admin fee / account holder | $5,533 | $15,759-64.9% | $14,398-61.6% | $14,365-61.5% |