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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 | $424,416 | $167,352+153.6% | $143,788+195.2% | $134,509+215.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -19.22% | 0.47%-19.7pp | -0.03%-19.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $896 | $5,620-84.1% | $4,952-81.9% | $4,741-81.1% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,400-15.6% |
| Admin fee / account holder | $3,804 | $18,091-79.0% | $14,675-74.1% | $11,427-66.7% |