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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 | $413,273 | $27,632+1395.7% | $61,452+572.5% | $68,486+503.4% |
| Participation rate | 3.2% | 39.5%-36.3pp | 52.6%-49.3pp | 67.9%-64.7pp |
| Annual return | -12.93% | -13.24%+0.3pp | 338.96%-351.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $53 | $696-92.4% | $1,160-95.4% | $2,597-98.0% |
| Participant deferral / active EE | $339 | $1,264-73.2% | $2,125-84.1% | $4,028-91.6% |
| Admin fee / account holder | $3,183 | $2,010+58.3% | $2,131+49.4% | $5,404-41.1% |