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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,814 | $148,623-40.2% | $135,974-34.7% | $139,466-36.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 19.24% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $671 | $5,246-87.2% | $4,859-86.2% | $4,754-85.9% |
| Participant deferral / active EE | $2,917 | $8,103-64.0% | $7,760-62.4% | $6,712-56.5% |
| Admin fee / account holder | $15,177 | $12,406+22.3% | $10,767+41.0% | $11,409+33.0% |