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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 | $9,272 | $199,109-95.3% | $173,730-94.7% | $154,746-94.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 13.80% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,916 | $5,311-7.4% | $4,577+7.4% | $4,379+12.3% |
| Participant deferral / active EE | $6,817 | $7,113-4.2% | $6,326+7.8% | $6,730+1.3% |
| Admin fee / account holder | $4,791 | $20,916-77.1% | $17,523-72.7% | $14,365-66.7% |