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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 | $268,492 | $152,651+75.9% | $105,218+155.2% | $125,389+114.1% |
| Participation rate | 21.4% | 81.5%-60.1pp | 77.2%-55.8pp | 83.2%-61.8pp |
| Annual return | -1.13% | 8.24%-9.4pp | 5.33%-6.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,571 | $6,660-46.4% | $4,867-26.6% | $5,352-33.3% |
| Admin fee / account holder | $19,691 | $14,248+38.2% | $6,992+181.6% | $9,541+106.4% |