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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 | $18,540 | $153,311-87.9% | $109,313-83.0% | $273,972-93.2% |
| Participation rate | 21.4% | 80.1%-58.7pp | 71.3%-49.8pp | 83.0%-61.6pp |
| Annual return | 7.14% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,647 | $3,932-58.1% | $3,166-48.0% | $5,287-68.8% |
| Admin fee / account holder | $2,630 | $8,076-67.4% | $5,666-53.6% | $10,133-74.0% |