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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 | $399,626 | $167,362+138.8% | $143,799+177.9% | $134,532+197.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -6.97% | 0.47%-7.4pp | -0.04%-6.9pp | 418.27%-425.2pp |
| Employer contribution / active EE | $1,126 | $5,620-80.0% | $4,952-77.3% | $4,741-76.3% |
| Participant deferral / active EE | $6,962 | $6,447+8.0% | $5,638+23.5% | $6,401+8.8% |
| Admin fee / account holder | $3,752 | $18,094-79.3% | $14,677-74.4% | $11,429-67.2% |