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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $40,222 | $150,412-73.3% | $120,574-66.6% | $145,884-72.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 14.40% | 154.50%-140.1pp | 107.42%-93.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,734 | $12,224-69.5% | $9,445-60.5% | $13,392-72.1% |