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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 | $396,000 | $110,410+258.7% | $102,437+286.6% | $145,897+171.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.26% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $260 | $4,217-93.8% | $3,871-93.3% | $4,663-94.4% |
| Participant deferral / active EE | $5,050 | $5,622-10.2% | $5,060-0.2% | $6,689-24.5% |
| Admin fee / account holder | $13,848 | $9,745+42.1% | $8,388+65.1% | $13,390+3.4% |