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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 | $275,737 | $167,504+64.6% | $151,628+81.9% | $134,509+105.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -7.37% | 7.81%-15.2pp | 3.34%-10.7pp | 418.13%-425.5pp |
| Employer contribution / active EE | $1,174 | $6,828-82.8% | $6,165-81.0% | $4,741-75.2% |
| Participant deferral / active EE | $4,105 | $8,985-54.3% | $8,363-50.9% | $6,400-35.9% |
| Admin fee / account holder | $33,153 | $13,779+140.6% | $11,613+185.5% | $11,427+190.1% |