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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $802 | $174,379-99.5% | $152,093-99.5% | $138,895-99.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 8.41% | 74.86%-66.4pp | 66.36%-57.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,375 | $4,652-70.4% | $4,175-67.1% | $4,194-67.2% |
| Participant deferral / active EE | $1,437 | $6,159-76.7% | $5,451-73.6% | $6,396-77.5% |
| Admin fee / account holder | $1,053 | $16,880-93.8% | $14,497-92.7% | $12,562-91.6% |