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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 | $347,111 | $133,981+159.1% | $112,249+209.2% | $134,532+158.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.51% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,244 | $5,292+93.6% | $4,729+116.6% | $6,401+60.0% |
| Admin fee / account holder | $963 | $7,492-87.1% | $6,412-85.0% | $11,429-91.6% |