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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 | $618,139 | $82,314+650.9% | $68,808+798.3% | $134,532+359.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -10.05% | -2.18%-7.9pp | -6.37%-3.7pp | 418.27%-428.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,000 | $4,740+153.2% | $3,942+204.4% | $6,401+87.5% |
| Admin fee / account holder | $16,804 | $6,484+159.1% | $4,936+240.4% | $11,429+47.0% |