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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 | $546,274 | $113,941+379.4% | $94,229+479.7% | $125,389+335.7% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -0.58% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $192 | $4,727-95.9% | $3,587-94.7% | $4,866-96.1% |
| Participant deferral / active EE | $7,600 | $5,179+46.7% | $4,320+75.9% | $5,352+42.0% |
| Admin fee / account holder | $16,721 | $8,392+99.3% | $6,269+166.7% | $9,541+75.3% |