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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 | $264,473 | $93,124+184.0% | $77,100+243.0% | $134,545+96.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -7.08% | 62.68%-69.8pp | 42.35%-49.4pp | 418.37%-425.5pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,080 | $5,242-60.3% | $4,430-53.0% | $6,401-67.5% |
| Admin fee / account holder | $893 | $6,970-87.2% | $5,443-83.6% | $11,431-92.2% |