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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 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 | $89 | $88,754-99.9% | $81,820-99.9% | $145,877-99.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 1.74% | 1031.77%-1030.0pp | 777.93%-776.2pp | 551.28%-549.5pp |
| Employer contribution / active EE | $304 | $3,085-90.1% | $2,915-89.6% | $4,663-93.5% |
| Participant deferral / active EE | $760 | $4,648-83.6% | $4,323-82.4% | $6,691-88.6% |
| Admin fee / account holder | $8,449 | $8,424+0.3% | $7,391+14.3% | $13,402-37.0% |