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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 | $256,884 | $167,353+53.5% | $143,797+78.6% | $134,545+90.9% |
| Participation rate | 30.8% | 84.8%-54.1pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -15.29% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,050 | $5,620-81.3% | $4,952-78.8% | $4,742-77.9% |
| Participant deferral / active EE | $3,554 | $6,447-44.9% | $5,638-37.0% | $6,401-44.5% |
| Admin fee / account holder | $1,687 | $18,096-90.7% | $14,679-88.5% | $11,431-85.2% |