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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 | $353,529 | $100,805+250.7% | $86,698+307.8% | $134,532+162.8% |
| Participation rate | 54.5% | 79.0%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -18.94% | 29.09%-48.0pp | 35.95%-54.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $117 | $3,490-96.7% | $2,837-95.9% | $4,741-97.5% |
| Participant deferral / active EE | $3,831 | $5,339-28.2% | $4,656-17.7% | $6,401-40.1% |
| Admin fee / account holder | $3,056 | $10,925-72.0% | $7,493-59.2% | $11,429-73.3% |