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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 | $3,183 | $123,854-97.4% | $69,623-95.4% | $145,884-97.8% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 17.38% | 192.35%-175.0pp | 101.23%-83.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $12,169 | $2,673+355.2% | $1,709+612.1% | $4,662+161.0% |
| Participant deferral / active EE | $29,120 | $4,242+586.5% | $2,890+907.7% | $6,690+335.3% |
| Admin fee / account holder | $4,218 | $7,822-46.1% | $4,696-10.2% | $13,392-68.5% |