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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 | $471,527 | $84,518+457.9% | $67,704+596.5% | $125,389+276.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -2.58% | 2.57%-5.2pp | 25.41%-28.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,000 | $4,430+170.9% | $3,585+234.7% | $5,352+124.2% |
| Admin fee / account holder | $1,660 | $5,340-68.9% | $4,255-61.0% | $9,541-82.6% |