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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 | $335,109 | $133,981+150.1% | $112,249+198.5% | $134,532+149.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.91% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $792 | $4,040-80.4% | $3,636-78.2% | $4,741-83.3% |
| Participant deferral / active EE | $9,211 | $5,292+74.0% | $4,729+94.8% | $6,401+43.9% |
| Admin fee / account holder | $2,570 | $7,492-65.7% | $6,412-59.9% | $11,429-77.5% |