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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 | $400,832 | $81,870+389.6% | $119,622+235.1% | $68,486+485.3% |
| Participation rate | 63.0% | 71.9%-8.9pp | 79.3%-16.3pp | 67.9%-4.9pp |
| Annual return | -5.74% | -23.82%+18.1pp | -14.98%+9.2pp | -7.85%+2.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,480 | $4,148+104.4% | $5,601+51.4% | $4,028+110.5% |
| Admin fee / account holder | $32,594 | $6,583+395.1% | $10,328+215.6% | $5,404+503.2% |