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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 | $2,317 | $87,166-97.3% | $76,735-97.0% | $137,256-98.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 22.14% | 26.50%-4.4pp | 29.77%-7.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,164 | $2,904-25.5% | $2,454-11.8% | $4,156-47.9% |
| Participant deferral / active EE | $6,374 | $4,726+34.9% | $4,088+55.9% | $6,407-0.5% |
| Admin fee / account holder | $2,484 | $8,403-70.4% | $7,189-65.5% | $12,270-79.8% |