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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 | $3,864 | $90,489-95.7% | $76,051-94.9% | $145,978-97.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 17.58% | 622.78%-605.2pp | 360.42%-342.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $4,949 | $3,319+49.1% | $2,690+84.0% | $4,662+6.2% |
| Participant deferral / active EE | $11,127 | $5,164+115.5% | $4,257+161.4% | $6,690+66.3% |
| Admin fee / account holder | $1,421 | $8,374-83.0% | $6,416-77.9% | $13,400-89.4% |