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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 | $1,286 | $123,750-99.0% | $69,611-98.2% | $145,877-99.1% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.4%-66.4pp | 80.3%-80.3pp |
| Annual return | 15.18% | 192.03%-176.8pp | 101.14%-86.0pp | 551.28%-536.1pp |
| Employer contribution / active EE | $17,341 | $2,672+549.1% | $1,709+914.9% | $4,663+271.9% |
| Participant deferral / active EE | $42,154 | $4,243+893.5% | $2,891+1358.3% | $6,691+530.1% |
| Admin fee / account holder | $2,735 | $7,817-65.0% | $4,696-41.8% | $13,402-79.6% |