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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 | $982 | $123,982-99.2% | $69,701-98.6% | $145,959-99.3% |
| Participation rate | 35.0% | 69.2%-34.2pp | 66.4%-31.4pp | 80.3%-45.3pp |
| Annual return | 10.29% | 191.01%-180.7pp | 100.32%-90.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,295 | $2,681-51.7% | $1,713-24.4% | $4,661-72.2% |
| Participant deferral / active EE | $2,941 | $4,236-30.6% | $2,887+1.9% | $6,689-56.0% |
| Admin fee / account holder | $1,904 | $7,867-75.8% | $4,717-59.6% | $13,398-85.8% |