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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 | $265,603 | $105,866+150.9% | $90,766+192.6% | $134,545+97.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -16.17% | -10.99%-5.2pp | -12.16%-4.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,031 | $5,217-3.6% | $4,565+10.2% | $6,401-21.4% |
| Admin fee / account holder | $25,451 | $13,938+82.6% | $8,446+201.3% | $11,431+122.7% |