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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.)
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 | $1,864,938 | $109,967+1595.9% | $97,197+1818.7% | $145,877+1178.4% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | -17.90% | 244.27%-262.2pp | 75.47%-93.4pp | 551.28%-569.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $301,920 | $6,199+4770.4% | $5,637+5255.8% | $13,402+2152.8% |