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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 | $874 | $100,139-99.1% | $85,187-99.0% | $145,884-99.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 13.32% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,399 | $3,238-56.8% | $2,732-48.8% | $4,662-70.0% |
| Participant deferral / active EE | $2,083 | $5,296-60.7% | $4,525-54.0% | $6,690-68.9% |
| Admin fee / account holder | $577 | $7,262-92.1% | $6,162-90.6% | $13,392-95.7% |