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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 | $3,257 | $162,136-98.0% | $152,301-97.9% | $154,746-97.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 24.38% | 91.02%-66.6pp | 80.50%-56.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $9,758 | $4,890+99.5% | $4,624+111.0% | $4,379+122.8% |
| Participant deferral / active EE | $13,533 | $8,341+62.2% | $8,004+69.1% | $6,730+101.1% |
| Admin fee / account holder | $303 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |