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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 | $366,598 | $167,352+119.1% | $143,788+155.0% | $134,509+172.5% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -12.14% | 0.47%-12.6pp | -0.03%-12.1pp | 418.13%-430.3pp |
| Employer contribution / active EE | $850 | $5,620-84.9% | $4,952-82.8% | $4,741-82.1% |
| Participant deferral / active EE | $4,482 | $6,447-30.5% | $5,638-20.5% | $6,400-30.0% |
| Admin fee / account holder | $793 | $18,091-95.6% | $14,675-94.6% | $11,427-93.1% |