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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 | $358,331 | $167,353+114.1% | $143,797+149.2% | $134,545+166.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -15.83% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $600 | $5,620-89.3% | $4,952-87.9% | $4,742-87.3% |
| Participant deferral / active EE | $4,434 | $6,447-31.2% | $5,638-21.4% | $6,401-30.7% |
| Admin fee / account holder | $4,305 | $18,096-76.2% | $14,679-70.7% | $11,431-62.3% |