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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,295 | $100,073-98.7% | $85,126-98.5% | $145,877-99.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 7.56% | 84.11%-76.6pp | 66.63%-59.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $2,835 | $3,236-12.4% | $2,731+3.8% | $4,663-39.2% |
| Participant deferral / active EE | $3,312 | $5,294-37.4% | $4,523-26.8% | $6,691-50.5% |
| Admin fee / account holder | $3,071 | $7,261-57.7% | $6,160-50.2% | $13,402-77.1% |