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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 | $74 | $185,312-100.0% | $161,489-100.0% | $154,746-100.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.94% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $5,136 | $4,769+7.7% | $4,268+20.3% | $4,379+17.3% |
| Participant deferral / active EE | $13,010 | $6,350+104.9% | $5,630+131.1% | $6,730+93.3% |
| Admin fee / account holder | $153,201 | $18,654+721.3% | $16,006+857.2% | $14,365+966.5% |