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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 | $2,192 | $87,166-97.5% | $76,735-97.1% | $137,256-98.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 16.57% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,618 | $2,904-44.3% | $2,454-34.1% | $4,156-61.1% |
| Participant deferral / active EE | $3,041 | $4,726-35.7% | $4,088-25.6% | $6,407-52.5% |
| Admin fee / account holder | $1,046 | $8,403-87.6% | $7,189-85.5% | $12,270-91.5% |