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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 | $2,494 | $90,691-97.2% | $76,119-96.7% | $145,884-98.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 15.42% | 624.52%-609.1pp | 361.25%-345.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,331 | $3,329+30.1% | $2,693+60.8% | $4,662-7.1% |
| Participant deferral / active EE | $23,408 | $5,167+353.0% | $4,259+449.6% | $6,690+249.9% |
| Admin fee / account holder | $4,401 | $8,383-47.5% | $6,421-31.5% | $13,392-67.1% |