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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 | $258,230 | $69,012+274.2% | $160,009+61.4% | $68,486+277.1% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -14.95% | -9.65%-5.3pp | 408.85%-423.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,346 | $4,212+50.7% | $6,183+2.6% | $4,028+57.6% |
| Admin fee / account holder | $5,620 | $4,798+17.1% | $8,715-35.5% | $5,404+4.0% |