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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 | $285,502 | $167,353+70.6% | $143,797+98.5% | $134,545+112.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.55% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,081 | $5,620-80.8% | $4,952-78.2% | $4,742-77.2% |
| Participant deferral / active EE | $3,097 | $6,447-52.0% | $5,638-45.1% | $6,401-51.6% |
| Admin fee / account holder | $3,234 | $18,096-82.1% | $14,679-78.0% | $11,431-71.7% |