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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 | $7,510 | $184,014-95.9% | $161,149-95.3% | $138,895-94.6% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 22.27% | 21.52%+0.7pp | 21.16%+1.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $19,916 | $5,055+294.0% | $4,360+356.8% | $4,194+374.8% |
| Participant deferral / active EE | $33,145 | $6,909+379.7% | $6,153+438.7% | $6,396+418.2% |
| Admin fee / account holder | $12,460 | $18,027-30.9% | $15,194-18.0% | $12,562-0.8% |