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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 | $1,084 | $151,427-99.3% | $112,860-99.0% | $154,746-99.3% |
| Participation rate | 0.0% | 69.1%-69.1pp | 66.3%-66.3pp | 80.7%-80.7pp |
| Annual return | 0.00% | 30.95%-30.9pp | 35.26%-35.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $7,330 | $2,750+166.6% | $2,206+232.3% | $4,379+67.4% |
| Participant deferral / active EE | $9,269 | $4,285+116.3% | $3,493+165.3% | $6,730+37.7% |
| Admin fee / account holder | $785 | $7,369-89.4% | $6,841-88.5% | $14,365-94.5% |