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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 | $160,040-95.5% | $147,096-95.1% | $145,877-95.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.78% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $21,847 | $5,289+313.0% | $4,936+342.6% | $4,663+368.5% |
| Participant deferral / active EE | $22,347 | $8,429+165.1% | $8,071+176.9% | $6,691+234.0% |
| Admin fee / account holder | $1,294 | $15,050-91.4% | $13,005-90.1% | $13,402-90.3% |