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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 | $5,265 | $148,623-96.5% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.81% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $4,047 | $5,246-22.9% | $4,859-16.7% | $4,754-14.9% |
| Participant deferral / active EE | $4,428 | $8,103-45.4% | $7,760-42.9% | $6,712-34.0% |
| Admin fee / account holder | $6,034 | $12,406-51.4% | $10,767-44.0% | $11,409-47.1% |