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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 | $330,559 | $105,861+212.3% | $90,756+264.2% | $134,509+145.8% |
| Participation rate | 18.2% | 78.2%-60.1pp | 75.7%-57.5pp | 81.2%-63.0pp |
| Annual return | -18.72% | -10.99%-7.7pp | -12.16%-6.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $484 | $3,463-86.0% | $2,922-83.4% | $4,741-89.8% |
| Participant deferral / active EE | $4,909 | $5,217-5.9% | $4,565+7.5% | $6,400-23.3% |
| Admin fee / account holder | $2,393 | $13,938-82.8% | $8,445-71.7% | $11,427-79.1% |