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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 | $258,465 | $134,001+92.9% | $112,258+130.2% | $134,509+92.2% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -1.42% | 47.15%-48.6pp | 27.47%-28.9pp | 418.13%-419.6pp |
| Employer contribution / active EE | $537 | $4,039-86.7% | $3,636-85.2% | $4,741-88.7% |
| Participant deferral / active EE | $2,278 | $5,291-57.0% | $4,728-51.8% | $6,400-64.4% |
| Admin fee / account holder | $584 | $7,491-92.2% | $6,411-90.9% | $11,427-94.9% |