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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 | $95,058 | $210,343-54.8% | $153,476-38.1% | $145,978-34.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.64% | 13.38%-1.7pp | 15.66%-4.0pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,105 | $7,977+51.8% | $6,759+79.1% | $6,690+81.0% |
| Admin fee / account holder | $43,410 | $19,424+123.5% | $12,729+241.0% | $13,400+223.9% |