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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $627,065 | $162,967+284.8% | $135,792+361.8% | $138,895+351.5% |
| Participation rate | 30.0% | 78.3%-48.3pp | 72.6%-42.6pp | 79.9%-49.9pp |
| Annual return | -6.10% | 30.08%-36.2pp | 25.96%-32.1pp | 145.39%-151.5pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40,736 | $15,306+166.1% | $12,266+232.1% | $12,562+224.3% |