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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 | $7,234 | $160,070-95.5% | $147,117-95.1% | $145,897-95.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.78% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $21,847 | $5,285+313.4% | $4,932+342.9% | $4,663+368.6% |
| Participant deferral / active EE | $22,347 | $8,419+165.4% | $8,065+177.1% | $6,689+234.1% |
| Admin fee / account holder | $1,294 | $15,035-91.4% | $12,993-90.0% | $13,390-90.3% |