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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,693 | $167,362+61.7% | $143,799+88.2% | $134,532+101.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -14.80% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $930 | $5,620-83.5% | $4,952-81.2% | $4,741-80.4% |
| Participant deferral / active EE | $4,382 | $6,447-32.0% | $5,638-22.3% | $6,401-31.5% |
| Admin fee / account holder | $5,178 | $18,094-71.4% | $14,677-64.7% | $11,429-54.7% |