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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 | $3,826 | $106,974-96.4% | $90,796-95.8% | $138,895-97.2% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.5%-13.9pp | 79.9%-24.4pp |
| Annual return | 16.27% | 20.10%-3.8pp | 19.29%-3.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $339 | $8,626-96.1% | $7,024-95.2% | $12,562-97.3% |