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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 | $262,017 | $142,361+84.1% | $119,608+119.1% | $134,509+94.8% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -12.56% | -12.46%-0.1pp | -14.98%+2.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $807 | $5,224-84.5% | $4,232-80.9% | $4,741-83.0% |
| Participant deferral / active EE | $4,400 | $6,468-32.0% | $5,601-21.4% | $6,400-31.3% |
| Admin fee / account holder | $5,991 | $13,588-55.9% | $10,326-42.0% | $11,427-47.6% |