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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 | $88,815-99.9% | $81,882-99.9% | $145,897-99.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 1.74% | 1033.75%-1032.0pp | 779.47%-777.7pp | 552.29%-550.5pp |
| Employer contribution / active EE | $304 | $3,086-90.2% | $2,916-89.6% | $4,663-93.5% |
| Participant deferral / active EE | $760 | $4,647-83.6% | $4,323-82.4% | $6,689-88.6% |
| Admin fee / account holder | $8,449 | $8,434+0.2% | $7,360+14.8% | $13,390-36.9% |