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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 | $2,191 | $90,614-97.6% | $76,089-97.1% | $145,877-98.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 10.77% | 623.80%-613.0pp | 360.94%-350.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,984 | $3,324+19.9% | $2,690+48.1% | $4,663-14.6% |
| Participant deferral / active EE | $5,958 | $5,168+15.3% | $4,259+39.9% | $6,691-10.9% |
| Admin fee / account holder | $1,986 | $8,376-76.3% | $6,418-69.1% | $13,402-85.2% |