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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 | $276,980 | $105,866+161.6% | $90,766+205.2% | $134,545+105.9% |
| Participation rate | 41.7% | 78.3%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -13.48% | -10.99%-2.5pp | -12.16%-1.3pp | 418.37%-431.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,712 | $5,217+67.0% | $4,565+90.8% | $6,401+36.1% |
| Admin fee / account holder | $29,189 | $13,938+109.4% | $8,446+245.6% | $11,431+155.4% |